Index Performance
-2.81%
COATFOUR
-5.73%
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 May 23, 2025
CSV download
| Dave, Inc. (DAVE) | 13.76% | $2.63B | 46.65% | 67.94% | 3.14 |
| Toast, Inc. (TOST) | 13.31% | $24.58B | 24.37% | 25.88% | 3.55 |
| Q2 Holdings, Inc. (QTWO) | 12.83% | $5.39B | 14.64% | 53.18% | 7.27 |
| Alkami Technology, Inc. (ALKT) | 12.63% | $2.99B | 28.52% | 58.46% | 8.46 |
| Automatic Data Processing, Inc. (ADP) | 11.08% | $130.34B | 5.69% | 51.71% | 6.26 |
| Remitly Global, Inc. (RELY) | 11.06% | $4.55B | 34.37% | 58.70% | 3.00 |
| Lightspeed Commerce, Inc. (LSPD) | 9.46% | $1.44B | 22.14% | 32.43% | 0.77 |
| Blend Labs, Inc. (BLND) | 7.56% | $899.66M | -23.40% | 70.82% | 5.88 |
| Affirm Holdings, Inc. (AFRM) | 5.89% | $15.90B | 35.92% | 84.88% | 6.72 |
| Lemonade, Inc. (LMND) | 2.08% | $2.27B | 26.71% | N/A | 5.23 |
| Hippo Holdings, Inc. (HIPO) | 0.35% | $562.01M | 29.61% | N/A | 1.64 |
Market data by FactSet
