Index Performance
-27.95%
COATFOUR
+23.75%
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 July 6, 2026
CSV download
| Alkami Technology, Inc. (ALKT) | 14.28% | $2.03B | 28.93% | 57.21% | 4.13 |
| Q2 Holdings, Inc. (QTWO) | 14.17% | $3.34B | 14.11% | 59.08% | 3.85 |
| Toast, Inc. (TOST) | 12.74% | $17.10B | 21.91% | 27.42% | 2.20 |
| Remitly Global, Inc. (RELY) | 11.23% | $5.10B | 25.21% | 60.70% | 1.62 |
| Automatic Data Processing, Inc. (ADP) | 10.83% | $95.73B | 6.95% | 52.14% | 3.84 |
| Lightspeed Commerce, Inc. (LSPD) | 10.67% | $1.46B | 13.23% | 30.66% | 0.66 |
| Blend Labs, Inc. (BLND) | 8.21% | $443.07M | 15.21% | 75.75% | 4.23 |
| Dave, Inc. (DAVE) | 7.68% | $5.03B | 46.71% | 71.66% | 4.30 |
| Affirm Holdings, Inc. (AFRM) | 6.73% | $28.73B | 33.75% | 75.56% | 5.96 |
| Lemonade, Inc. (LMND) | 3.02% | $6.05B | 88.58% | N/A | 6.87 |
| Hippo Holdings, Inc. (HIPO) | 0.43% | $731.09M | 10.15% | N/A | 1.54 |
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