COATFOUR
Index Performance
-10.63%
COATFOUR
-5.62%
EMCLOUD
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 September 26, 2023
CSV download
| Alkami Technology, Inc. (ALKT) | 14.14% | $1.651B | 30.15% | 53.40% | 6.19x |
| Q2 Holdings, Inc. (QTWO) | 13.82% | $1.853B | 10.14% | 44.38% | 3.45x |
| Toast, Inc. (TOST) | 12.26% | $7.580B | 44.89% | 21.27% | 3.31x |
| Automatic Data Processing, Inc. (ADP) | 11.88% | $97.736B | 8.48% | 48.88% | 5.14x |
| Remitly Global, Inc. (RELY) | 11.33% | $4.371B | 48.82% | 55.02% | 4.00x |
| Lightspeed Commerce, Inc. (LSPD) | 10.60% | N/A | 26.48% | 28.56% | 2.35x |
| Blend Labs, Inc. (BLND) | 9.19% | $0.262B | -34.67% | 54.87% | 1.35x |
| Dave, Inc. (DAVE) | 7.92% | $0.066B | 33.69% | 49.11% | 0.28x |
| Affirm Holdings, Inc. (AFRM) | 5.90% | $4.772B | 22.43% | 84.02% | 5.50x |
| Lemonade, Inc. (LMND) | 2.49% | $0.793B | 152.46% | N/A | 4.11x |
| Hippo Holdings, Inc. (HIPO) | 0.48% | $0.210B | 66.20% | N/A | 2.63x |
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