Cathie Wood’s ARK Invest Increases Crypto Equity Stakes

The largest portion of the capital went toward Coinbase, with ARK acquiring 45,164 shares valued at approximately $6.85 million. Following closely, the firm added 81,757 shares of Circle for $6.21 million, 149,422 shares of Bullish for $3.54 million, and 2,943 shares of Robinhood for roughly $299,685. These moves align with ARK’s established practice of rebalancing its portfolios to maintain exposure limits while reacting to price volatility in the sector.

Circle’s inclusion in the buying spree follows a significant partnership expansion with BNY. The bank announced that USDC will be the first stablecoin integrated into its Digital Asset Custody platform, providing institutional clients with direct tools for minting, burning, and transferring the asset. Carolyn Weinberg, BNY’s chief product and innovation officer, noted that the move reflects the growing integration of digital assets into traditional financial infrastructure. Meanwhile, Coinbase continues to gain attention for its push into tokenized U.S. stocks, offering 1:1-backed equity products for companies including Nvidia and Google. ARK’s latest acquisitions demonstrate a sustained bet on the infrastructure underlying these trading and stablecoin platforms.