Index Performance
-3.62%
COATFOUR
+8.54%
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 February 13, 2025
CSV download
Toast, Inc. (TOST) | 13.57% | $22.83B | 26.45% | 24.67% | 3.32 |
Remitly Global, Inc. (RELY) | 13.42% | $5.19B | 39.27% | 57.61% | 2.07 |
Automatic Data Processing, Inc. (ADP) | 12.35% | $126.22B | 8.15% | 49.94% | 6.12 |
Q2 Holdings, Inc. (QTWO) | 11.98% | $5.64B | 11.50% | 48.46% | 8.82 |
Alkami Technology, Inc. (ALKT) | 11.15% | $3.30B | 26.89% | 58.50% | 9.68 |
Lightspeed Commerce, Inc. (LSPD) | 9.15% | $2.03B | 20.00% | 32.36% | 1.70 |
Dave, Inc. (DAVE) | 9.09% | $1.40B | 40.54% | 57.47% | 1.74 |
Affirm Holdings, Inc. (AFRM) | 8.28% | $25.22B | 46.57% | 86.62% | 9.36 |
Blend Labs, Inc. (BLND) | 8.06% | $995.57M | 11.32% | 56.96% | 6.59 |
Lemonade, Inc. (LMND) | 2.39% | $2.65B | 15.13% | N/A | 3.05 |
Hippo Holdings, Inc. (HIPO) | 0.56% | $752.96M | 65.51% | N/A | 1.31 |
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