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Ark Invest buys the dip in Coinbase, Robinhood amid geopolitical volatility

Quick Take

  • Ark Invest bought around $4.09 million worth of Coinbase shares and $12.06 million in Robinhood shares on Tuesday.
  • Both shares fell on Tuesday as the U.S.-Iran war continued to add volatility to global markets.

Cathie Wood's Ark Invest scooped up additional shares of Coinbase and Robinhood Markets across its exchange-traded funds on Tuesday, as the firm continued to build exposure to crypto-linked equities amid the global market volatility.

According to the company's trade filing, Ark bought a total of 22,452 shares in Coinbase via ARKK, ARKW, and ARKF on Tuesday. Based on Tuesday's closing price of $182.36, the purchase was worth roughly $4.09 million.

The company also bought 158,587 shares of Robinhood through the same three ETFs, valued at about $12.06 million based on Tuesday's closing price of $76.07.

The purchases came as both stocks declined in recent sessions, as geopolitical uncertainty surrounding the U.S.-Iran war continued to weigh on equities. The Nasdaq Composite fell 1% while the S&P 500 Index dipped 0.94% on Tuesday.

Coinbase  closed down 1.55% on Tuesday, while Robinhood  slipped 3.44%. Despite the pullback, Ark's additions align with its longer-term conviction in crypto and related platforms.

Ark has been actively rebalancing its exposure to crypto-related stocks throughout early 2026, frequently adding to positions in Coinbase and Robinhood during dips. The firm has also purchased shares of Circle and Bullish crypto exchange.

Meanwhile, Ark's investment strategy limits any individual holding to about 10% of a fund’s portfolio, ensuring diversification and prompting periodic rebalancing as position weightings shift with market movements.

According to the firm's disclosures, COIN is currently the sixth-largest holding in its ARKK ETF, with a 4.21% weighting valued at about $281.2 million as of March 3. HOOD ranks seventh with a 4.07% weighting, while Circle is eighth at 4.05%.

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