Cathie Wood Just Bet $38M on Meta and Dumped CrowdStrike on the Same Day

TLDR

ARK Invest bought 51,477 shares of Meta Platforms worth about $38 million across three ETFs
Meta surged around 11.5% on Monday, driven by buzz around its new AI agent app, Muse
ARK sold 28,403 shares of CrowdStrike worth roughly $7 million on the same day
CrowdStrike gained nearly 5% but ARK trimmed its position despite the rally
Meta Connect runs September 23 and 24, where CEO Mark Zuckerberg is expected to discuss AI and wearables

Cathie Wood’s ARK Invest made two contrasting moves on Monday, September 21, 2026. Her funds bought a large stake in Meta Platforms while selling shares of CrowdStrike, even as both stocks rose on the day.
Meta climbed around 11.5% on Monday. The jump was tied to growing interest in Muse, Meta’s recently launched personal AI agent. The app reached the top of Apple’s U.S. free-app chart, suggesting early consumer traction.
Meta Platforms, Inc., META
Muse is different from a standard chatbot. It can send emails, book travel, fill out forms, and make online purchases on behalf of users.
ARK bought 51,477 Meta shares across its ARKK, ARKW, and ARKF funds. The purchases were valued at about $38 million.
Meta Connect is scheduled for September 23 and 24. CEO Mark Zuckerberg is expected to discuss new AI products and wearable devices at the event, which could give investors more detail on Muse and Meta’s broader AI plans.
Wall Street is broadly positive on Meta. The stock holds a Strong Buy consensus from 44 analysts, with 38 Buy ratings and 6 Hold ratings. The average price target is $763.67, implying about 3% upside from current levels.

ARK Cuts CrowdStrike Despite the Rally
CrowdStrike rose nearly 5% on Monday. Cybersecurity stocks got a boost from expectations that AI agents could expand the number of digital access points companies need to protect.
Despite the gain, ARK sold 28,403 CrowdStrike shares through its ARKW and ARKF funds. The sale was valued at roughly $7 million.
CrowdStrike recently held its Fal.Con conference. There, management introduced new tools for the AI agent era, including an Agentic Identity Provider and products aimed at securing AI workloads.
The company has had a strong 2026. Shares are up about 113% year to date. Annual recurring revenue rose 25% to $5.84 billion in the latest quarter, and net new ARR jumped 51% to a record $333 million.
CrowdStrike also holds a Strong Buy consensus on Wall Street, with 31 Buy and 7 Hold ratings. Its average price target of $247.10 sits slightly below Monday’s closing price of $249.35.
ARK Also Traded Healthcare Stocks
Beyond the two headline moves, ARK added shares in several biotech names. The firm bought 102,565 shares of Beam Therapeutics, 100,241 shares of Ionis Pharmaceuticals, and 74,878 shares of Veracyte through its ARKG ETF.
ARK also bought 29,587 shares of Airbnb through its ARKW ETF, valued at about $4.9 million.
On the sell side, ARK divested shares of Everpure and 10x Genomics, and sold a small number of ARK 21Shares Bitcoin ETF shares.
ARK also added 61,858 shares of Scribe Therapeutics, reflecting continued interest in gene-editing technology.

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