Cathie Wood’s ARK ETF adjusts portfolio, selling ROKU, buying PAGERDUTY stock

Cathie Wood’s ARK ETF published their daily trades for Wednesday, August 20th, 2025, showcasing a series of strategic moves across a variety of sectors. Leading today’s transactions, ARK made a significant sale of ROKU INC (NASDAQ:ROKU) shares through its ARKK ETF, divesting a total of 80,186 shares valued at approximately $7,120,516. This marks a noteworthy shift, as ROKU stock has been a staple in ARK’s tech-focused portfolio.

On the buying side, ARK showed a strong conviction in PAGERDUTY INC (NYSE:PD), purchasing 119,163 shares through its ARKK ETF, amounting to $1,918,524. This investment suggests a bullish outlook on the cloud computing company, which specializes in digital operations management.

Another significant buy for ARK was INTELLIA THERAPEUTICS INC (NASDAQ:NTLA), a gene-editing company, with a total of 158,190 shares acquired across its ARKK and ARKG ETFs, reflecting a total investment of $1,627,775. This move aligns with ARK’s known interest in innovative and disruptive biotechnology firms.

ARK also added to its holdings in CRISPR THERAPEUTICS AG (NASDAQ:CRSP), buying a combined 14,280 shares through ARKK and ARKG, with a dollar value of $773,404. The continued investment in CRISPR THERAPEUTICS AG suggests a sustained belief in the potential of gene editing technology.

TWIST BIOSCIENCE CORP (NASDAQ:TWST) and 10X GENOMICS INC (NASDAQ:TXG) were also on ARK’s buy list, with purchases of 26,208 and 107,802 shares worth $722,816 and $1,445,624, respectively. Both companies operate in the genomic space, which has been a recurring theme in ARK’s investment strategy.

On the sell-side, ARK reduced its stake in GENIUS SPORTS LTD (NYSE:GENI) by offloading 398,448 shares through its ARKW ETF, totaling $5,028,413. This follows a pattern of recent sales in the sports data and technology company, suggesting a strategic departure from GENI’s market position.

Additionally, ARK sold a modest 2,829 shares of GUARDANT HEALTH INC (NASDAQ:GH) from its ARKK ETF, with a total value of $165,694. Guardant Health , a precision oncology company, has seen fluctuating interest from ARK in recent trades.

These transactions reflect ARK’s ongoing strategy to capitalize on disruptive innovation and technology. Investors and market watchers will continue to monitor ARK’s portfolio adjustments as indicators of Cathie Wood’s outlook on future market trends and emerging sectors.

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