ARK Invest made sharply different portfolio moves on Monday, September 21, 2026, buying 51,477 Meta Platforms shares worth approximately $38 million across its ARKK, ARKW and ARKF exchange-traded funds while selling 28,403 CrowdStrike shares valued at about $7 million through ARKW and ARKF. Meta shares jumped roughly 11.5%, driven largely by interest in Muse, Meta’s personal AI agent, which reached No. 1 on Apple’s U.S. free-app rankings. Muse can send emails, arrange travel, complete digital forms and conduct online transactions for users. Meta Connect is scheduled for September 23-24, when CEO Mark Zuckerberg may provide further details on AI products and wearable technology. Meta has a Strong Buy consensus from 44 Wall Street analysts, including 38 Buy and six Hold ratings, with a $763.67 consensus price target implying about 3% upside from current levels. CrowdStrike shares rose nearly 5% as investors anticipated greater cybersecurity demand from AI agents and expanded attack surfaces. ARK nevertheless sold the shares after CrowdStrike’s Fal.Con conference, where the company introduced an Agentic Identity Provider and products for protecting AI workloads. CrowdStrike shares were up approximately 113% in 2026, while annual recurring revenue grew 25% to $5.84 billion and net new ARR climbed 51% to a record $333 million in its latest quarter. Analysts give CrowdStrike a Strong Buy consensus based on 31 Buy and seven Hold ratings, although the $247.10 average price target was below Monday’s $249.35 close. ARK also bought shares in Beam Therapeutics, Ionis Pharmaceuticals, Veracyte, Airbnb and Scribe Therapeutics, while liquidating positions in Everpure and 10x Genomics and selling a modest amount of ARK 21Shares Bitcoin ETF shares.