TLDR
- ARK Invest offloaded 161,683 Beam Therapeutics shares worth $5.03 million on January 22, 2026
- The fund bought 166,029 WeRide shares for $1.47 million, marking continued accumulation in the autonomous vehicle sector
- ARK added $884,000 worth of Tempus AI stock across multiple ETFs
- Unity Software, Roku, and GitLab all faced selling pressure with combined sales exceeding $3.8 million
- A small $66,000 purchase of Kodiak AI rounded out the day’s buying activity
Cathie Wood’s ARK Invest disclosed its trading activity for January 22, 2026, revealing a major shift in portfolio allocation. The investment firm sold millions in biotech holdings while increasing stakes in self-driving car technology and healthcare AI platforms.
Beam Therapeutics represented the largest transaction of the day. ARK sold 161,683 shares split between the ARK Innovation ETF and ARK Genomic Revolution ETF. The total sale value reached $5.03 million.
The Beam Therapeutics sale marks the second reduction this week. ARK has been trimming the position across multiple days. This gradual approach indicates a strategic exit rather than a panic sell.
WeRide Accumulation Continues
ARK bought 166,029 shares of WeRide for $1.47 million through the ARK Autonomous Technology & Robotics ETF. WeRide develops autonomous vehicle technology and operates robotaxi services. The company has become a focus for ARK’s robotics-focused fund.
The purchase extends a week-long buying pattern. ARK has added WeRide shares in nearly every trading session this week. The consistent accumulation shows strong conviction in the autonomous driving space.
ARK also increased its Tempus AI position by 13,532 shares. The purchase totaled $884,000 across ARKK and ARKG funds. Tempus AI provides precision medicine tools using artificial intelligence and data analysis.
Multiple buying sessions in Tempus AI suggest the fund sees opportunity in healthcare technology. ARK has returned to purchase shares on several occasions recently.
Traditional Tech Holdings Reduced
Unity Software faced selling pressure from ARK. The fund sold 32,227 shares through the ARK Next Generation Internet ETF. The sale totaled $1.35 million for the gaming engine developer.
Roku also appeared on the sell list. ARK dumped 14,885 shares of the streaming device maker for $1.55 million. The sale reflects broader portfolio rebalancing in media technology stocks.
Software Development Stock Trimmed
GitLab experienced another round of selling from ARK Invest. The fund reduced its position by 29,533 shares worth $979,000. GitLab provides software development and collaboration tools. The repeated selling indicates reduced interest in the stock.
Kratos Defense and Security Solutions saw minor selling activity. ARK sold 2,631 shares across three ETFs for $317,000. The defense contractor specializes in unmanned systems and satellite communications.
ARK made one final purchase during the session. The fund added 7,175 shares of Kodiak AI through ARKQ for $66,000. This smaller trade represents a new or growing position in the AI sector.
The trading pattern shows ARK moving capital from biotech and software into autonomous vehicles and AI. The fund appears focused on companies developing cutting-edge transportation and healthcare technologies. WeRide and Tempus AI have both received multiple rounds of investment this week alone.
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