Coatue Management
Coatue Rule of 200 Fintech Inverse Weighted Index

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%$1.651B30.15%53.40%6.19x
Q2 Holdings, Inc. (QTWO)13.82%$1.853B10.14%44.38%3.45x
Toast, Inc. (TOST)12.26%$7.580B44.89%21.27%3.31x
Automatic Data Processing, Inc. (ADP)11.88%$97.736B8.48%48.88%5.14x
Remitly Global, Inc. (RELY)11.33%$4.371B48.82%55.02%4.00x
Lightspeed Commerce, Inc. (LSPD)10.60%N/A26.48%28.56%2.35x
Blend Labs, Inc. (BLND)9.19%$0.262B-34.67%54.87%1.35x
Dave, Inc. (DAVE)7.92%$0.066B33.69%49.11%0.28x
Affirm Holdings, Inc. (AFRM)5.90%$4.772B22.43%84.02%5.50x
Lemonade, Inc. (LMND)2.49%$0.793B152.46%N/A4.11x
Hippo Holdings, Inc. (HIPO)0.48%$0.210B66.20%N/A2.63x
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