Index Performance
+3.84%
COATFOUR
-6.82%
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 January 15, 2026
CSV download
| Q2 Holdings, Inc. (QTWO) | 12.86% | $4.18B | 15.25% | 53.96% | 6.53 |
| Alkami Technology, Inc. (ALKT) | 12.79% | $2.17B | 31.49% | 55.28% | 6.98 |
| Automatic Data Processing, Inc. (ADP) | 12.50% | $105.24B | 7.09% | 49.60% | 5.80 |
| Toast, Inc. (TOST) | 12.49% | $19.85B | 25.13% | 26.45% | 3.48 |
| Remitly Global, Inc. (RELY) | 11.55% | $2.88B | 24.65% | 57.20% | 2.01 |
| Lightspeed Commerce, Inc. (LSPD) | 11.42% | $1.60B | 16.20% | 30.57% | 0.98 |
| Blend Labs, Inc. (BLND) | 9.48% | $789.63M | -27.28% | 74.42% | 7.96 |
| Dave, Inc. (DAVE) | 6.85% | $2.59B | 62.97% | 72.38% | 5.86 |
| Affirm Holdings, Inc. (AFRM) | 6.82% | $23.70B | 33.77% | 76.89% | 9.53 |
| Lemonade, Inc. (LMND) | 2.74% | $5.99B | 44.14% | N/A | 7.64 |
| Hippo Holdings, Inc. (HIPO) | 0.50% | $773.74M | 26.28% | N/A | 2.21 |
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