In short
- Figma -shares fell almost 20% to $ 54.56 on Thursday after the first quarterly win since it became public.
- Ark Invest Tracker -Data showed more than 100,000 shares added to ArkW, although the disclosure has not yet been confirmed in the public archives of Ark
- The purchase of Ark is a “textbook” Cathie Wood Move, Decrypt was told.
Ark Invest, the investment firm based in New York, led by Cathie Wood, has added more than 100,000 shares of Figma to his ArkW ETF, after a decrease in the share of almost 20% after the company’s first winning report since he became public.
The revelation Came through the popular Ark Invest Tracker X account, but has not yet been confirmed independently by the public archives of Ark. Decrypt Establishing to Ark Invest for comment, but did not receive a response immediately.
The stock purchase is consistent with the earlier strategy of ARK to add to fast-growing names during periods of weakness, according to Dan Dadybayo, research and strategy in the non-stopable wallet, a non-custodial, open-source crypto-wallet.
The purchase is “A TextBook Cathie Wood Move: leaning to volatility and support companies that she sees as long -term disturds,” Dadybayo said Decrypt.
In July 2025, the company bought around 143,000 Tesla shares shares after a profit sale, while around 34,000 Coinbase and 68,000 Roku shares were trimmed as sentiment shifted, according to one report from Financial Analytics Firm Berkart.
Despite the Slide into shares And sale seems to be “signaling of conviction that Figma’s collaboration design, product momentum and high margins outweigh the implementation risks in the short term,” he added.
Such an attitude could reformulate the drawing as an overreaction “and” attract other growth -option investors who share a long -term horizon, “said Dadybayo.
Figma, who became public in July, reported The turnover of $ 249.6 million for the quarter, an increase of 41% compared to a year earlier. Rising expenditure and thinner margins have fed doubts about his ability to maintain early momentum, so that the shares fell almost 20% to $ 54.56.
The company predicts a modified business income of $ 90-100 million, guidelines that have erased a large part of the post-Ipho premium of the share.
The company also revealed around $ 90 million to Bitcoin via an ETF. CEO Dylan Field, however, claimed that Figma is not a ‘Bitcoin holding company’, and instead is aimed at design.
While the Bitcoin storage of Figma represents about 6% of his treasury, the hold does not change “fundamentally his risk profile,” Dadybayo said.
Instead, positioning with Bitcoin suggests that companies that put the digital activum on their balance “recognize macrotrends,” he explained.
“It is sentiment-driven: when the founder of a large design company Bitcoin holds, it suggests that he positions in the right direction without turning Figma into a crypto game.”
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