$ARKK (ARK Innovation ETF) — investor discussion on X

Most active credible voices on $ARKK

@cantonmeow (Cantonese Cat 🐱🐈) — 61 mentions · 96.7K followers
@sam_badawi (Sam Badawi) — 17 mentions · 56.5K followers
@alphaticaio (Alphatica) — 16 mentions · 15.8K followers

Recent headlines featuring $ARKK

2026-10-01: U.S. 10-year Treasury yield tops 5.30%
2026-09-23: Fed hike hedges build as traders price a shallower path
2026-09-20: PLTR gets fresh bullish chatter as growth and breakout setup stay in focus
2026-09-17: Fed lifts rates to 3.75%-4.00% in 12-0 vote, flags one more hike in 2026

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$ARKKARK Innovation ETF · Asset Management · $7.9B

$78.83

+2.3%

Event thread

Key events, in time order

6 items

2026-08-26Capital
ARKK Buys SpaceX, Sells Palantir on Same Day
Two independent sources confirm paired trades, reflecting relative valuation call
D1 -0.7% · +5d -2.8%
2 waves of this story
- 2026-08-26 ARK's rotation reflects relative valuation call
- 2026-08-26 Two independent sources confirm paired trades, reflecting relative valuation call
2026-06-13 → 08-05Capital
ARKK's Tesla stake hits $870M, adds shares after 20% YTD decline
Ark Invest added $14.3M in Tesla after 20% YTD drop, keeps $2,600 2029 target
13 waves of this story
- 2026-06-13 Multiple sources confirm ARK funds bought SPCX on day one, with ARKK largest
- 2026-06-16 After initial large purchase, SPCX holdings expand to five ARK funds, confirming continued accumulation
- 2026-06-24 ARKK bought 210k shares; combined ARK ETF holdings exceed $500M
- 2026-06-26 ARKK holds 1.69M SpaceX shares valued at $258.8M, now 7th largest position
- 2026-07-10 Extends SpaceX holding line with new purchase details across ARKK/ARKQ/ARKW/ARKX
- 2026-07-14 Continuing prior buying trend, ARKK and other funds purchased SpaceX shares on July 14
- 2026-07-16 Latest daily buy adds $16.6M; total SpaceX holdings now exceed $550M
- 2026-07-16 Motley Fool confirms multiple buys last week, total holdings exceed $550M
- 2026-07-24 ARK Innovation ETF and three other funds added over $14M SpaceX on Wednesday, extending recent buying trend
- 2026-07-27 Extends ARK's ongoing SpaceX accumulation with disclosed amount and price decline
- 2026-07-29 Monday purchase ~$14.1M, second big buy in under a week as stock slides
- 2026-07-29 Cathie Wood continues her long-term conviction strategy amid tech weakness, while trimming some mega-cap and speculative positions
- 2026-08-05 Ark Invest added $14.3M in Tesla after 20% YTD drop, keeps $2,600 2029 target

4 earlier events

2026-07-31 → 08-03AnalystBear
ARKK Reiterated Sell on AI Concentration Risk
Seeking Alpha reiterates Sell, citing high concentration and limited AI exposure, echoing recent market chatter.
D1 -2.3% · +5d +11.5%
2 waves of this story
- 2026-07-31 Seeking Alpha flags concentrated portfolio volatility; X trader lists ARKK among short setups
- 2026-08-03 Seeking Alpha reiterates Sell, citing high concentration and limited AI exposure, echoing recent market chatter.
2026-07-23OtherBear
ARKK Underperforms Nasdaq 100 by 138 Points Over 5 Years; Genomic Stocks Cited as Key Support
Barchart and an independent trader both note ARKK's long-term underperformance and current reliance on genomic stocks
D1 -2.9% · +5d -1.3%
2026-07-22CapitalBull
ARKK +3.7% as Ark shifts into Meta, SpaceX
Two sources confirm Ark trades and ETF gain, showing tilt to AI and space
D1 -2.1% · +5d -7.2%
2026-07-20CapitalBear
ARK Sells Over $11M Twist Bioscience
Cathie Wood's ARK ETFs trimmed Twist Bioscience on June 30, despite stock up 190% YTD
D1 -0.3% · +5d -3.2%

①

Bull vs bear

by direction · sourced

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

6 items

2026-08-26Capital
ARKK Buys SpaceX, Sells Palantir on Same Day
Two independent sources confirm paired trades, reflecting relative valuation call
D1 -0.7% · +5d -2.8%
2 waves of this story
- 2026-08-26 ARK's rotation reflects relative valuation call
- 2026-08-26 Two independent sources confirm paired trades, reflecting relative valuation call
2026-06-13 → 08-05Capital
ARKK's Tesla stake hits $870M, adds shares after 20% YTD decline
Ark Invest added $14.3M in Tesla after 20% YTD drop, keeps $2,600 2029 target
13 waves of this story
- 2026-06-13 Multiple sources confirm ARK funds bought SPCX on day one, with ARKK largest
- 2026-06-16 After initial large purchase, SPCX holdings expand to five ARK funds, confirming continued accumulation
- 2026-06-24 ARKK bought 210k shares; combined ARK ETF holdings exceed $500M
- 2026-06-26 ARKK holds 1.69M SpaceX shares valued at $258.8M, now 7th largest position
- 2026-07-10 Extends SpaceX holding line with new purchase details across ARKK/ARKQ/ARKW/ARKX
- 2026-07-14 Continuing prior buying trend, ARKK and other funds purchased SpaceX shares on July 14
- 2026-07-16 Latest daily buy adds $16.6M; total SpaceX holdings now exceed $550M
- 2026-07-16 Motley Fool confirms multiple buys last week, total holdings exceed $550M
- 2026-07-24 ARK Innovation ETF and three other funds added over $14M SpaceX on Wednesday, extending recent buying trend
- 2026-07-27 Extends ARK's ongoing SpaceX accumulation with disclosed amount and price decline
- 2026-07-29 Monday purchase ~$14.1M, second big buy in under a week as stock slides
- 2026-07-29 Cathie Wood continues her long-term conviction strategy amid tech weakness, while trimming some mega-cap and speculative positions
- 2026-08-05 Ark Invest added $14.3M in Tesla after 20% YTD drop, keeps $2,600 2029 target
2026-07-31 → 08-03AnalystBear
ARKK Reiterated Sell on AI Concentration Risk
Seeking Alpha reiterates Sell, citing high concentration and limited AI exposure, echoing recent market chatter.
D1 -2.3% · +5d +11.5%
2 waves of this story
- 2026-07-31 Seeking Alpha flags concentrated portfolio volatility; X trader lists ARKK among short setups
- 2026-08-03 Seeking Alpha reiterates Sell, citing high concentration and limited AI exposure, echoing recent market chatter.
2026-07-23OtherBear
ARKK Underperforms Nasdaq 100 by 138 Points Over 5 Years; Genomic Stocks Cited as Key Support
Barchart and an independent trader both note ARKK's long-term underperformance and current reliance on genomic stocks
D1 -2.9% · +5d -1.3%
2026-07-22CapitalBull
ARKK +3.7% as Ark shifts into Meta, SpaceX
Two sources confirm Ark trades and ETF gain, showing tilt to AI and space
D1 -2.1% · +5d -7.2%

1 earlier events

2026-07-20CapitalBear
ARK Sells Over $11M Twist Bioscience
Cathie Wood's ARK ETFs trimmed Twist Bioscience on June 30, despite stock up 190% YTD
D1 -0.3% · +5d -3.2%

$ARKK — what investors on X are saying · SpikePanel

$ARKK (ARK Innovation ETF) — investor discussion on X

Most active credible voices on $ARKK

Recent headlines featuring $ARKK

$ARKK (ARK Innovation ETF) — investor discussion on X

Most active credible voices on $ARKK

Recent headlines featuring $ARKK

ARKK Buys SpaceX, Sells Palantir on Same Day

ARKK's Tesla stake hits $870M, adds shares after 20% YTD decline

ARKK Reiterated Sell on AI Concentration Risk

ARKK Underperforms Nasdaq 100 by 138 Points Over 5 Years; Genomic Stocks Cited as Key Support

ARKK +3.7% as Ark shifts into Meta, SpaceX

ARK Sells Over $11M Twist Bioscience

Bull vs bear

Discussion

ARKK Buys SpaceX, Sells Palantir on Same Day

ARKK's Tesla stake hits $870M, adds shares after 20% YTD decline

ARKK Reiterated Sell on AI Concentration Risk

ARKK Underperforms Nasdaq 100 by 138 Points Over 5 Years; Genomic Stocks Cited as Key Support

ARKK +3.7% as Ark shifts into Meta, SpaceX

ARK Sells Over $11M Twist Bioscience