Cathie Wood’s ARK sells Shopify stock, buys Cerebras Systems
Investing.com reports Cathie Wood’s ARK ETFs published Thursday trades. ARK bought 106,941 shares of Cerebras Systems (CBRS) for about $28.0M and bought Securitize (SECZ) and Perceptive Capital Solutions (FRNM). It sold Shopify (SHOP) 57,045 shares for about $8.6M and sold Palantir (PLTR) for about $7.5M, plus other smaller trades.
How this was made
The 30-second read
Why it matters
For traders, the actionable element is the disclosed flow into or out of specific tickers, which can influence short-term sentiment but is not presented as a fundamental catalyst.
Market read
This is a fund-flow and sentiment read-through from ARK’s disclosed trades, with mixed direction across the named tickers.
What to watch
The article does not state ARK’s total position sizes, cost basis, or whether trades are part of a pre-planned rebalance, limiting inference about conviction.
Background
The piece summarizes ARK ETF daily trades for Aug 13, 2026, highlighting several buys and sells across multiple holdings.
Ticker impact
ARK sold 57,045 shares of Shopify across ARKK, ARKW, and ARKF, continuing a multi-day position reduction.
Likely limited near-term impact unless follow-on selling accelerates or coincides with other SHOP-specific news.
The article provides only disclosed trade sizes and does not cite new Shopify fundamentals, guidance, or regulatory/product events.
ARK bought 106,941 shares of Cerebras Systems, totaling about $28.0M, split between ARKK and ARKW.
Mild positive bias for sentiment, with follow-through dependent on broader market and CBRS-specific catalysts not mentioned here.
The article is a daily ARK trade disclosure; it does not include new CBRS financial results, contracts, or trial/regulatory milestones.
ARK sold 43,874 shares of Palantir for about $7.5M, continuing a pattern of selling over the past few days.
Potential short-term drag if traders interpret it as reduced conviction, but magnitude is unclear versus total fund holdings.
The text shows trade activity only; it does not provide PLTR-specific negative news or a stated rationale.
ARK acquired 192,702 shares of Securitize through ARKF, totaling about $1.51M.
Limited impact unless the buying is part of a larger, sustained accumulation trend.
The article provides only the disclosed purchase size and no additional SECZ catalyst.
ARK increased holdings in Perceptive Capital Solutions by buying 123,842 shares for about $1.43M.
Likely negligible to small near-term effect on price absent other news.
No FRNM-specific developments are described beyond the trade disclosure.
ARK bought 28,179 shares of Schrodinger via ARKG for about $0.52M.
Minimal impact expected based solely on this disclosed trade size.
The text does not mention trial results, approvals, or guidance changes for SDGR.
ARK sold 51,171 shares of 10X Genomics for about $2.96M.
Limited near-term impact unless it reflects a broader de-risking trend.
The article provides trade activity only and no TXG-specific negative event.
Market effects
Flow signals across software/AI (PLTR, CBRS), e-commerce (SHOP), and biotech/life sciences tools (SDGR, TXG) without sector-wide fundamental drivers.
Primarily US-listed names; no cross-region macro or policy linkage beyond a brief market wrap.
No direct global linkage; trades are fund-specific rather than tied to global events.
Counterpoint
ARK trade disclosures can be driven by portfolio rebalancing, liquidity management, or ETF mechanics, so the market may overreact to the headline buys/sells.
Key entities
- Institutional fundARK ETFs (ARKK, ARKW, ARKF, ARKG)
Cathie Wood’s ARK exchange-traded funds that executed the disclosed trades.
- US-listed companyShopify Inc.
ARK reduced its position via a reported sale of shares across multiple ARK ETFs.
- US-listed companyCerebras Systems Inc.
ARK added shares via a reported purchase split between ARKK and ARKW.
- US-listed companyPalantir Technologies Inc.
ARK sold shares, continuing a recent selling pattern described in the article.
