Cathie Wood-led Ark Invest offloaded equities in Coinbase, Circle, Bullish, Bitmine Immersion Technologies, alongside its personal spot bitcoin exchange-traded fund on Monday while digital asset equities climbed.
The company’s most recent portfolio notification revealed the disposal of 36,628 Coinbase (COIN) units, translating to roughly $7 million based on Monday’s final valuation of $191.45, representing a 9.24% increase. It additionally offloaded 142,350 Circle Internet Group (CRCL) equities across a pair of funds, valued at approximately $13.8 million. Circle concluded the session higher by 7.53% at $97.42.
Ark additionally parted with 153,881 Bitmine (BMNR) shares, estimated at about $3.96 million, as the ether (ETH) balance sheet company finished the day at $25.76, marking a 2.92% gain. It disposed of 18,280 equities belonging to digital asset marketplace Bullish (BLSH), totaling near $687,693. Bullish wrapped up trading at $37.62, higher by 7.12%.
The substantial digital asset-linked divestment involved the ARK 21Shares Bitcoin ETF (ARKB). Ark liquidated 1,528,953 ARKB shares valued near $40 million. The organization’s bitcoin vehicle ended higher by 2.22% at $26.19.
The asset management organization frequently adjusts and reduces its digital asset equity positions relative to shifting market environments. Their portfolio framework prohibits any single asset from surpassing 10% of a fund’s total holdings in order to preserve proper asset allocation across their ETFs.
Clarity in 2026?
The upward movement in blockchain-associated equities aligned with the U.S. Congress reconvening following its August break and rising optimism that the Digital Asset Market Structure Clarity Act might win approval this month.
On Monday, Senate GOP members published their concluding version of the Clarity Act, incorporating significant modifications demanded by Democratic lawmakers regarding ethics and alternative provisions, which Donald Trump supported previously.
This development pushed prediction probabilities on Polymarket for the Clarity Act becoming legislation to jump to 35% yesterday. Yet, those percentages have since retreated to 19% as of today.
The proposed legislation approaches a procedural cloture ballot on Tuesday at 2:15 p.m. ET, needing 60 affirmative votes to advance.
Originally published at https://www.theblock.co/news/business/2026-09-15-ark-invest-sells-circle-coinbase-414811.
