Cathie Wood Goes All In on Roblox With Nearly $10 Million Purchase

TLDR

• Cathie Wood’s ARK Invest bought $9.67 million worth of Roblox stock on February 9, purchasing 145,603 shares across three ETFs.
• The purchase came after Roblox reported strong Q4 earnings and positive bookings guidance for the future.
• ARK sold $1.18 million in PagerDuty shares, continuing a week-long trend of reducing its position in the software company.
• The firm also trimmed positions in Pinterest and The Trade Desk while adding shares in Recursion Pharmaceuticals and TharImmune.
• ARK’s trades show a shift toward gaming and healthcare innovation while pulling back from digital advertising and software stocks.

Cathie Wood’s ARK Invest made major portfolio changes on February 9, 2026. The investment firm purchased 145,603 shares of Roblox for a total value of $9.67 million.

The shares were acquired through three different funds. ARK Innovation ETF, ARK Next Generation Internet ETF, and ARK Fintech Innovation ETF all participated in the purchase. This marks one of the largest single-day transactions for ARK in recent weeks.

Roblox Corporation, RBLX

The timing of the purchase follows Roblox’s fourth-quarter earnings report. The gaming platform delivered strong results that beat analyst expectations. The company also provided an optimistic outlook for future bookings.

Multiple Wall Street analysts have upgraded their ratings on Roblox recently. They cite improved user engagement as a key factor. Older users are also spending more money on the platform, which analysts view as a positive trend.

ARK Adds Healthcare and AI Stocks

Beyond Roblox, ARK expanded its healthcare portfolio. The firm bought 156,272 shares of Recursion Pharmaceuticals worth $622,000. Recursion uses artificial intelligence to discover new drugs.

ARK also purchased 54,600 shares of TharImmune for roughly $226,000. This continues the firm’s strategy of investing in companies using new technology for drug development. The total healthcare purchases amounted to $848,000 across both positions.

Smaller purchases included 2,114 shares of Kodiak AI for $19,343. ARK also added 444 shares of Tempus AI valued at $24,380. The firm bought 57,164 shares of Bullish for $1.57 million.

Portfolio Reductions Target Software and Ad Tech

ARK sold 147,125 shares of PagerDuty worth approximately $1.18 million. The shares were sold through ARK Innovation ETF and ARK Next Generation Internet ETF. This sale continues a pattern of selling that has occurred over multiple days.

The firm has been steadily reducing its PagerDuty position throughout the past week. The repeated sales suggest Wood and her team have lower confidence in the stock’s prospects. PagerDuty provides incident response software for IT teams.

ARK also trimmed its Pinterest holdings by 46,800 shares. The sale generated roughly $917,000 in proceeds. The Trade Desk position was reduced by 24,157 shares for about $653,000.

These sales suggest ARK is rotating capital out of digital advertising stocks. Pinterest operates a visual discovery platform while The Trade Desk runs a programmatic advertising platform. Both companies derive revenue from digital ad spending.

ARK sold 497 shares of Qualcomm for $68,257. This represents a minor adjustment to the firm’s semiconductor holdings. The sale was small compared to other transactions during the day.

The total value of ARK’s sales on February 9 reached approximately $2.82 million. Combined with purchases totaling roughly $12.15 million, the firm increased its overall equity exposure. The net buying shows ARK is putting more capital to work in select positions.

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