Cathie Wood’s ARK Invest made a significant move into Circle Internet Group (NYSE: CRCL), purchasing a combined 109,129 shares across three of its actively managed ETFs on Friday.
The ARK Innovation ETF led the buying with 77,103 shares of Circle, representing 0.0833 percent of that fund’s total portfolio.
The ARK Next Generation Internet ETF added 22,238 shares of Circle, equal to 0.0842 percent of the fund, while the ARK Fintech Innovation ETF picked up a further 9,788 shares at 0.0839 percent of its portfolio.
With Circle shares closing at $62 on Friday, the combined purchase across all three funds amounted to approximately $6.7 million in total value.
Retail sentiment around CRCL on Stocktwits remained in the “bearish” zone, though chatter levels did rise to “low” from “extremely low” over the course of the past day.
ARK also expanded its position in CoreWeave (NASDAQ: CRWV), with the single largest trade by weight in Friday’s filing being the ARK Innovation ETF’s purchase of 208,228 shares, equal to 0.2601 percent of the fund.
The ARK Next Generation Internet ETF added a further 90,015 shares of CoreWeave, accounting for 0.3945 percent of that fund’s holdings.
Both the ARK Next Generation Internet ETF and the ARK Fintech Innovation ETF also initiated purchases in the 3iQ Solana Staking ETF, expanding the firm’s exposure to crypto-linked assets.
On the sell side, ARK trimmed positions in Shopify (NYSE: SHOP) across three funds, while the ARK Next Generation Internet ETF also offloaded shares of CrowdStrike Holdings (NASDAQ: CRWD), its largest sale by percentage of fund at 0.2965 percent, alongside Cloudflare (NYSE: NET).
The ARK Innovation ETF separately sold shares in 10x Genomics (NASDAQ: TXG) and Snowflake (NYSE: SNOW) as part of Friday’s rebalancing activity.
ARK’s autonomous vehicle-focused fund, the ARK Autonomous Technology and Robotics ETF, bought shares of Pony AI and Kodiak AI while reducing its positions in Iridium Communications and Strata Critical Medical.
The ARK Space Exploration and Innovation ETF also made cuts, selling shares of Komatsu and Strata Critical Medical during the same session.
Friday’s purchases followed Thursday trades in which ARK sold 12,745 shares of Bullish (NYSE: BLSH), 33,560 shares of Bitmine Immersion (NASDAQ: BMNR), and 3,026 shares of Figma (NYSE: FIG).
The cluster of activity underscores ARK’s continued rotation toward stablecoin infrastructure, AI computing, and digital asset exposure as the firm repositions across its flagship fund lineup.
