Coatue Management

Coatue Rule of 200 Fintech Inverse Weighted Index

COATFOUR

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Index Performance

-2.81%
COATFOUR
-5.73%
SKYY

Overview

Description

Based on Coatue Management's Rule of 200 Methodology and developed by Michael Gilroy, Chase Packard, and Leslie Wang from Coatue's FinTech Practice, the $COATFOUR Index tracks the performance of those mature fintech companies that score lowest in combined 12 Month retention, revenue growth, gross margin, and operating margin. $COATFOUR is a strength-weighted Index and overweights businesses with industry-lagging retention, gross margin, EBIT, & growth. This is an inverse index, as the value goes up as the performance of the components go down.

  • TickerCOATFOUR
  • Inception Date11/11/2022
  • WeightingCustom
  • # of holdings11
What's inside?

Holdings

All holdings as of May 23, 2025
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Dave, Inc. (DAVE)13.76%$2.63B46.65%67.94%3.14
Toast, Inc. (TOST)13.31%$24.58B24.37%25.88%3.55
Q2 Holdings, Inc. (QTWO)12.83%$5.39B14.64%53.18%7.27
Alkami Technology, Inc. (ALKT)12.63%$2.99B28.52%58.46%8.46
Automatic Data Processing, Inc. (ADP)11.08%$130.34B5.69%51.71%6.26
Remitly Global, Inc. (RELY)11.06%$4.55B34.37%58.70%3.00
Lightspeed Commerce, Inc. (LSPD)9.46%$1.44B22.14%32.43%0.77
Blend Labs, Inc. (BLND)7.56%$899.66M-23.40%70.82%5.88
Affirm Holdings, Inc. (AFRM)5.89%$15.90B35.92%84.88%6.72
Lemonade, Inc. (LMND)2.08%$2.27B26.71%N/A5.23
Hippo Holdings, Inc. (HIPO)0.35%$562.01M29.61%N/A1.64
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