Cathie Wood buys $37.0M of Intellia Therapeutics Inc after a 13% slide
The buying came from ARKG and ARKK, right as the stock slid. Plus the other trades that day and how ARK compares with the market.
Generated from ARK's own holdings data.
Cathie Wood's ARK Invest bought an estimated $37.0M of Intellia Therapeutics Inc (NTLA) on 19 Oct 2026, through ARKG and ARKK. The stock had fallen 13% over the previous week when ARK stepped in.
Money left the funds that day, nudging every holding shrank by roughly 45.6%. NTLA grew 46%, far more than the rest — that difference is the actual decision.
It is part of a pattern: over the last 30 days ARK is a net buyer of Intellia Therapeutics Inc, $4.7M across 25 trades.
Everything ARK did on 19 Oct 2026
ARK made 5 real moves that day, once money flowing in and out of the funds is stripped out:
| Stock | Funds | Est. value |
|---|---|---|
| NTLA Intellia Therapeutics IncBought after a 13% drop this week | ARKG and ARKK | +$37.0M |
| PSNL Personalis IncSold 9 days running | ARKG | −$10.5M |
| CDNA Caredx IncSold 10 days running | ARKG | −$3.8M |
| FRNM Freenome IncBought 10 days running | ARKG | +$3.0M |
| SCTX Scribe Therapeutics Inc | ARKG | +$595K |
The bigger picture: ARK's last 30 days
Over the last 30 days ARK's biggest net buys have been Nvidia Corp ($81.0M), CoreWeave Inc ($65.9M), Rocket Lab ($51.6M). Going the other way: Advanced Micro Devices ($126.3M), Personalis Inc ($79.0M), 10X Genomics Inc ($76.2M) have been cut.
Is it working?
ARKK is trailing the index this year: +6.1% versus +12.8%.
Over the past year the gap is wider: ARKK returned -5.8% against +16.8% for the S&P 500, 23 points apart.
That five-year gap — 111 points — mostly comes down to timing. Five years ago ARKK was trading close to its all-time high of Feb 2021. It then fell 81% to its low in Dec 2022, and it is still 47% below that peak today. Any comparison that starts near the top of that boom looks brutal.
| To date | 1 month | YTD | 1 year | 5 years |
|---|---|---|---|---|
| ARKK | -1.8% | +6.1% | -5.8% | -28.3% |
| S&P 500 (SPY) | +1.5% | +12.8% | +16.8% | +83.0% |
| Nasdaq-100 (QQQ) | +0.8% | +15.8% | +18.7% | +98.0% |
How we work this out
ETFpeek is an independent research tool and is not affiliated with ARK Invest or Cathie Wood. Figures are estimates from public fund data, shown for information only — not financial advice. Past performance does not indicate future results.