Key Highlights
- CRISPR Therapeutics saw ARK purchase 112,815 shares totaling approximately $5.63M via ARKK and ARKG funds
- PayPay Corp received a 275,000-share purchase worth around $4.4M through ARK’s fintech-focused ARKF ETF
- GeneDx (~$4.43M) and Tempus AI (~$991K) also saw additions to ARK’s investment portfolios
- ARK reduced exposure to Teradyne (~$3.3M) and Ionis Pharmaceuticals (~$3.26M) on the sell side
- Additional position reductions occurred in 10x Genomics and Circle Internet Group
Cathie Wood’s investment firm, ARK Invest, executed significant portfolio adjustments on March 12, 2026, deploying more than $10 million in fresh capital while simultaneously reducing exposure to certain holdings, per the company’s daily trading reports.
The day’s most substantial acquisition involved CRISPR Therapeutics. The investment management firm secured 112,815 shares distributed across two vehicles — the ARK Innovation ETF and the ARK Genomic Revolution ETF — representing an aggregate investment value of approximately $5.63 million.
As a pioneering gene-editing biotechnology firm, CRISPR Therapeutics represents ARK’s sustained conviction in genomic medicine’s transformative possibilities.
The second-largest transaction targeted PayPay Corp, a digital payments platform provider. ARK accumulated 275,000 shares via its ARK Fintech Innovation ETF, deploying approximately $4.4 million in capital.
PayPay Corp experienced a significant 13.50% price appreciation during the trading session. This acquisition reinforces ARK’s strategic emphasis on fintech innovation and digital payment infrastructure.
Beyond these headline purchases, ARK expanded two additional holdings. The firm secured 52,075 shares of GeneDx, a genomic diagnostics specialist, representing roughly $4.43 million in value. Additionally, ARK obtained 18,820 shares of Tempus AI, an artificial intelligence-driven healthcare data analytics firm, valued at approximately $991,000.
ARK’s Portfolio Reductions
Balancing its acquisitions, ARK liquidated 10,919 shares of Teradyne, which manufactures semiconductor testing equipment, through the ARK Innovation ETF for approximately $3.3 million. Teradyne experienced a 5.09% decline during the session.
This transaction represents a continuation of ARK’s ongoing position reduction strategy. The firm has systematically decreased its Teradyne exposure across multiple trading days.
ARK additionally divested 43,533 shares of Ionis Pharmaceuticals via its ARKG ETF, generating proceeds of roughly $3.26 million. Ionis stock declined 3.28% during the trading period.
The Ionis divestiture aligns with a broader strategic shift. ARK has been methodically scaling back its investment in the RNA therapeutics developer.
Two smaller position trims rounded out ARK’s selling activity. The firm offloaded 18,392 shares of 10x Genomics, a gene expression technology provider, for approximately $376,000 distributed between ARKK and ARKG.
ARK also reduced its Circle Internet Group stake, selling 11,194 shares of the stablecoin and blockchain payments firm through ARKK for roughly $1.26 million.
Wall Street Analyst Perspectives
Current analyst consensus ratings designate both GeneDx and Ionis Pharmaceuticals as “Strong Buy” opportunities. Among these holdings, GeneDx commands the most substantial upside projection, approaching 100%.
CRISPR Therapeutics, Tempus AI, Teradyne, and 10x Genomics all receive “Moderate Buy” designations from the analyst community. PayPay Corp maintains a “Hold” rating.
ARK executed an additional minor transaction, acquiring 54,736 shares of Canton Strategic Holdings through its ARKF ETF, representing approximately $254,522 in value.
