Cathie Wood’s ARK Invest made several portfolio adjustments on Friday, September 4, 2026, including purchases of Robinhood and a Solana-linked ETF, while trimming positions in other companies, according to the firm’s daily trade notifications. The transactions span technology, crypto, healthcare, and biotechnology holdings, with ARK’s disclosures providing details of the trades but no explanation of the investment rationale behind them.
ARK Invest Buys Robinhood Shares
ARK Invest bought 28,589 shares of Robinhood Markets (HOOD) through the ARK Innovation ETF (ARKK) on September 4, according to the firm’s daily trade notification. The purchase represented 0.0528% of ARKK’s total ETF at the time of the disclosure. The purchase followed a 16.57% gain in Robinhood shares on September 3, when the stock closed at $124.72, up from $106.99 in the previous session.
However, ARK’s trade notification does not state why the firm purchased Robinhood shares, and the disclosure does not link the transaction to the stock’s previous-session gain. The Crypto Times previously reported on ARK’s Robinhood transactions in July, when the firm sold shares of the company.
Robinhood has expanded its business beyond traditional brokerage services, including crypto trading and its Robinhood Chain blockchain. The company has also introduced tokenized versions of certain stocks for eligible customers outside the United States. Those developments provide context around Robinhood but should not be interpreted as the stated reason for ARK’s September 4 purchase.
ARK Adds to Solana ETF Exposure
ARK also purchased additional units of the 3iQ Solana Staking ETF (SOLQ.U). The ARK Next Generation Internet ETF (ARKW) bought 1,785 units, representing 0.0008% of the ETF, while the ARK Fintech Innovation ETF (ARKF) bought 1,607 units, representing 0.0016% of the ETF. The combined purchase was 3,392 units.
The transactions add to ARK’s existing SOLQ.U exposure. The Crypto Times previously reported another SOLQ.U August 28 purchase by ARK. ARK’s September 4 notification does not provide an explanation for the latest SOLQ.U purchases, so the transactions should not be presented as a stated change in the firm’s outlook on Solana.
ARK Buys Veracyte and Intellia
ARK also adjusted several healthcare holdings. Through ARKK, the firm bought 22,144 shares of Veracyte (VCYT) and 28,720 shares of Intellia Therapeutics (NTLA). The ARK Genomic Revolution ETF (ARKG) separately purchased 2,466 shares of Intellia, bringing ARK’s disclosed Intellia purchases across the two ETFs to 31,186 shares.
On the sell side, ARKK reduced its holdings by 20,180 shares of Tempus AI (TEM) and 12,300 shares of Twist Bioscience (TWST). ARK’s disclosure does not provide the reasoning behind these transactions.
What the Trade Notification Shows
ARK’s September 4 disclosure identifies the securities, transaction direction, share counts, and percentage of the respective ETF represented by each trade. It does not provide investment commentary explaining the individual decisions.
The firm also states that its trade notifications are not comprehensive lists of a day’s trades, exclude ETF creation and redemption activity and may be followed by additional files. ARK describes the files as “UNOFFICIAL, UNRECONCILED” accounts, with official accounting and custody processes handled by BNY Mellon. ARK further states that the trade notifications are informational and not an endorsement or recommendation to buy, sell, or hold any security.
As a result, the September 4 filing can establish that ARK reported these portfolio adjustments for that trading date, but it does not establish the investment rationale or the precise execution time for each transaction. The Crypto Times makes no market or price forecast on Robinhood, Solana, Tempus AI, Twist Bioscience, or any other security mentioned in this article.
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