COATFOUR
Index Performance
-8.46%
COATFOUR
+1.14%
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 26, 2024
CSV download
| Alkami Technology, Inc. (ALKT) | 15.47% | $3.17B | 26.89% | 57.37% | 8.24 |
| Q2 Holdings, Inc. (QTWO) | 14.58% | $4.00B | 8.17% | 46.78% | 5.22 |
| Remitly Global, Inc. (RELY) | 11.94% | $2.62B | 32.01% | 57.54% | 3.78 |
| Toast, Inc. (TOST) | 11.40% | $11.32B | 31.26% | 23.16% | 3.05 |
| Blend Labs, Inc. (BLND) | 10.89% | $757.83M | -6.40% | 51.91% | 5.73 |
| Automatic Data Processing, Inc. (ADP) | 10.68% | $102.15B | 6.62% | 51.44% | 5.45 |
| Lightspeed Commerce, Inc. (LSPD) | 9.58% | $2.01B | 26.87% | 30.31% | 1.62 |
| Dave, Inc. (DAVE) | 5.91% | $375.42M | 24.95% | 56.17% | 1.70 |
| Affirm Holdings, Inc. (AFRM) | 5.56% | $6.98B | 51.23% | 84.69% | 7.47 |
| Lemonade, Inc. (LMND) | 3.48% | $1.60B | 25.77% | N/A | 3.18 |
| Hippo Holdings, Inc. (HIPO) | 0.51% | $456.59M | 113.82% | N/A | 1.80 |
Market data by FactSet
