Ark Invest Diversifies Exposure: Sells Tempus AI; Buys Amazon, Figma, and Bullish Shares

Cathie Wood’s Ark Invest shifted exposure across multiple funds on Thursday, selling Tempus AI shares after a price pop tied to an FDA clearance while buying Amazon, Figma, and crypto exchange operator Bullish. 

The trades highlight a steady tilt toward core AI platforms, developer tools and exchange infrastructure that could benefit from renewed digital asset liquidity. The rotation also nods to the growing role of Delegated Proof of Stake (DPoS) ecosystems, where staking economics and governance participation are increasingly flowing through centralized venues as on-ramps and off-ramps.

In a market where throughput and capital efficiency matter, Delegated Proof of Stake (DPoS) networks remain a bright spot, and the liquidity rails that list their tokens often become strategic exposure points for institutional portfolios.

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What Changed In ARK’s Portfolio

According to trade disclosures, ARK Genomic Revolution ETF sold 8,864 shares of Tempus AI, and ARK Innovation ETF sold 49,765 shares. With Tempus closing at 88.78 dollars, the combined sale was worth roughly 5.2 million dollars. 

At the same time, ARK bought 34,746 shares of Bullish in ARK Fintech Innovation ETF at a 53.99 dollar close, a purchase of about 1.9 million dollars. ARK Next Generation Internet ETF purchased 13,087 shares of Amazon and 85,535 shares of Figma, valued at nearly 3.0 million dollars and 4.8 million dollars, respectively, at Thursday’s close. The report also flagged purchases of Klarna Group, Toast, and eToro. 

Why Tempus Was Sold After An FDA Catalyst

Tempus AI’s updated cardiac imaging platform, Tempus Pixel, received 510(k) clearance from the US Food and Drug Administration, a milestone that coincided with a sharp move in the shares. 

The clearance enables the in-line generation of T1 and T2 maps, which enhance cardiac MR image analysis. The catalyst helped drive the stock into a profit-taking zone, creating an opportunity to rebalance exposure even as the company advances its AI-in-healthcare thesis. 

ARK’s sale into strength suggests a portfolio-level decision to recycle capital into other high conviction names while maintaining optionality, should Tempus execute further on commercialization. 

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The Bullish Bet Shows A Renewed Crypto Liquidity Thesis

Bullish, which raised roughly $1.11 billion in its US IPO at a $37 offer price, has been positioned as an institutional-focused crypto exchange with deep capital backers and an expanding market footprint. 

ARK’s purchase on Thursday adds to earlier allocations reported around the listing and aligns with a view that exchange venues capture activity as crypto volumes normalize. For investors triaging on-chain innovation, the presence of Delegated Proof of Stake (DPoS) networks has become a practical driver of exchange activity, as staking rewards, validator economics, and governance participation can increase token velocity and hedging demand.

Delegated Proof of Stake (DPoS) places elected validators at the center of block production. This design can increase throughput and shorten finality, with liquidity often aggregating on centralized order books when cycles accelerate. 

Amazon And Figma Fit The Software And Infrastructure Stack

Amazon remains a core beneficiary of AI infrastructure spending and new automation verticals, including autonomous mobility via Zoox’s testing on the Las Vegas Strip. 

Figma, despite mixed second-quarter earnings, continues to add developer and design engagement and remains part of ARK’s next-generation software thesis. 

Ratings from major brokers illustrate the push and pull around near-term valuation vs product momentum, yet ARK’s incremental buys signal a willingness to lean into platforms that can compound on user growth and subscription scale effects.

The Numbers Behind ARK’s Rotation

The following table summarizes the trades disclosed in reports:

Share counts and prices are drawn from the same daily disclosure coverage. The reported values are approximations based on the listed closing prices. 

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Market Context And The Tweet Tape

Social market observers tracked ARK’s crypto exchange positioning on IPO day and in the days that followed. Two snapshots from X help triangulate the scale and tone of flows around Bullish:

Cathie Wood and Ark Invest bought 2,532,693 shares of the Bullish $BLSH IPO today pic.twitter.com/3pdBBDQi4a

— Evan (@StockMKTNewz) August 14, 2025

$ARKW $ARKK $COIN – Cathie Wood bets big on Bullish IPO, buys over 2.5M shares. https://t.co/5GsPeyuRYt #business #trading #economy

— Seeking Alpha (@SeekingAlpha) August 14, 2025

While tweets are not an official filing, they capture contemporaneous reactions to ARK’s allocations and the listing dynamics for Bullish, which opened well above its issue price as initial demand exceeded supply. 

That early momentum, combined with subsequent volatility, frames why incremental buys at later dates draw attention from institutional watchers.

How DPoS Activity Filters Into Exchange Volumes

On-chain design choices have tangible market consequences. Delegated Proof of Stake (DPoS) systems concentrate block production among elected validators, enabling fast block times, predictable reward schedules, and often lower hardware and energy costs than proof of work. 

As staking participation expands and token holders rotate between governance voting, staking, and liquidity provision, centralized venues can become the release valve for price discovery and hedging. For funds seeking exposure to the broader digital asset stack without single-chain risk, owning a regulated exchange operator that lists many DPoS assets can be a pragmatic way to benefit from network effects. 

Educational resources from major US platforms describe DPoS as a stake-based, delegate voting model aimed at efficiency and democratized participation, a design that has underpinned several high-throughput networks. 

DPoS activity can also influence correlation regimes. When validator sets rotate or when governance votes reprice staking yields, token holders may de-risk or re-leverage through liquid pairs on centralized venues. That interplay between on-chain staking and off-chain liquidity is one reason ARK’s Bullish exposure is notable for readers focused on execution venues rather than individual DPoS tokens. 

Tempus Details Show A Classic Sell Into Strength

Tempus’s 510(k) clearance for the upgraded Tempus Pixel device was announced on September 11 and recognized by multiple outlets as a meaningful regulatory advance. The stock’s rally to the high 80s and low 90s framed the 5.2 million dollar sale across ARKG and ARKK as a textbook case of recycling gains into other themes. 

The logic is straightforward. As AI in healthcare builds real-world validation, the portfolio can maintain exposure via core holdings while diversifying across the rest of the innovation stack where risk-adjusted payoffs look attractive. 

Amazon, Figma, And Developer Velocity

ARK’s purchase of Amazon via ARKW syncs with a multi-year narrative around AI infrastructure services, retail logistics optimization, and optionality in new mobility. Figma sits one layer higher in the stack, enabling collaboration for design and engineering teams that ship the front ends and workflows of AI-enabled products. 

Even after mixed earnings, banks maintained neutral level ratings with price target cuts that still leave room for upside if enterprise adoption continues. Those buys emphasize a thesis that the time to value for developer tools remains short, and recurring revenue can cushion volatility as the path of interest rates remains uncertain. 

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Why The Rotation Matters For Portfolio Construction

Across the trades, the common thread is exposure to operating leverage from software scale and to transaction leverage from exchange activity. In portfolio terms, that creates a barbell. 

On one side are AI and cloud heavyweights with unit economics that improve as workloads grow. On the other hand, market infrastructure assets that monetize volatility and volume. 

For allocators who track crypto market structure, the DPoS cadence of staking and unstaking cycles can feed that volume profile, increasing the appeal of exchange equities during periods when on-chain activity accelerates. DPoS can therefore be viewed as a secondary driver that supports exchange order books, fee capture, and market depth.

What To Watch Next?

Three near-term signposts stand out. First, any follow-up from Tempus in clinical adoption or new regulatory clearances. Second, Amazon’s execution on Zoox service expansion and broader AI workload share. Third, trading and listing pipelines at Bullish as it integrates fresh capital from the IPO and competes for market share. A fourth, cross-cutting factor is the evolution of Delegated Proof of Stake (DPoS) participation rates and validator economics on major networks, which may subtly influence centralized venue volumes if yield differentials shift. 

Methodology And Source Notes

This story relies on the same-day and near-contemporaneous reporting of ARK Invest’s trade disclosures, stock closes, and FDA announcements. Trade counts, fund attributions, and approximate dollar values come from Benzinga reporting and its Inkl syndication. Tempus FDA clearance details are verified from Tempus and Benzinga. IPO proceeds for Bullish are corroborated with Nasdaq’s IPO database. Price references for Bullish around 53.99 dollars are cross-checked with live quote services. Educational context on DPoS is drawn from Coinbase Learn and sector trackers. 

Conclusion

Ark Invest’s latest rotation shows disciplined capital recycling after a catalyst-driven rally in Tempus and a willingness to add risk in AI platforms, developer collaboration, and crypto market infrastructure. The combination of Amazon and Figma adds operating leverage to software productivity and cloud, while the Bullish position expresses a view on rising digital asset activity. 

As on-chain throughput accelerates on networks that favor Delegated Proof of Stake (DPoS), liquidity funnels through centralized venues that aggregate order flow, a setup that can reinforce exchange economics. In short, the trades form a coherent stack bet where DPoS dynamics, AI workloads, and developer velocity intersect with market infrastructure to create optionality on multiple fronts. 

Frequently Asked Questions About Ark Invest Portfolio Rotation

Why did ARK Invest sell Tempus AI after an FDA win?

The updated Tempus Pixel clearance pushed the stock higher, which allowed ARK Invest to monetize gains and redeploy into other themes without abandoning AI in healthcare. 

What exactly did ARK Invest buy on the day?

ARK Invest added Bullish in ARKF, Amazon in ARKW, and Figma in ARKW, with additional purchases of Klarna, Toast, and eToro reported in the same disclosure. 

How does Bullish fit a crypto thesis for a traditional equity fund?

It is a listed exchange operator that benefits from expanding trading volumes and listings. Those dynamics can intensify during periods when DPoS networks experience rising activity and staking shifts, which in turn influence centralized venue hedging and liquidity. 

Does DPoS change how investors should think about exchange stocks?

DPoS emphasizes validator elections and fast block production, which can encourage user participation and token mobility. Higher on-chain velocity often translates into more exchange activity, a tailwind for fee-based models. 

Where did the Tempus numbers come from?

From ARK Invest’s trade coverage that listed fund level share counts and the closing price used to estimate sale value. 

Are these positions large enough to move the needle?

They are tactical adds and trims that align with larger themes in ARK’s strategy. The sizes matter in the context of each ETF’s mandate and liquidity profile rather than on absolute scale alone.

What is the relevance of Amazon and Figma together?

Amazon offers AI infrastructure and automation optionality, while Figma sits in collaboration tooling used by engineering and product teams. The pairing expresses a bet on developer productivity and cloud scale. 

Is Tempus’s FDA clearance a one-off event?

It is a specific 510(k) clearance for enhancements to a cardiac imaging platform and may lead to commercial momentum if clinical adoption expands. Future filings would be separate events.

How reliable are social media trade trackers?

Tweets are useful for gauging sentiment and aggregating public disclosures, but the underlying fund disclosures and reputable news sources remain the basis for verification. 

What should institutional readers watch next?

Follow ARK Invest’s daily trade updates, Tempus clinical and commercial milestones, Bullish volumes and listing cadence, and macro catalysts that affect risk appetite for growth equities. 

Glossary of Key Terms

• DPoS. A stake-based consensus model where token holders elect validators to produce blocks and secure the network. 
• Delegated Proof of Stake. Full term for DPoS, emphasizing the elected delegate model. 
• 510(k) Clearance. The FDA pathway that determines a device is substantially equivalent to a legally marketed device. 
• IPO. An initial public offering is when a company sells shares to the public for the first time. 
• Market Depth. The quantity of orders at each price level in an order book on an exchange.
• Validator. A node elected or selected to produce blocks and validate transactions in PoS and DPoS systems. 
• Order Book. A real-time list of buy and sell orders for a security or token on an exchange.
• Liquidity. The ability to buy or sell an asset quickly without causing a large price change.
• ETF. An exchange-traded fund that holds a basket of securities and trades like a stock.
• Staking. Locking tokens to support network security and earn rewards in PoS or DPoS systems.