Index Performance
-20.39%
COATFOUR
+17.20%
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 September 10, 2026
CSV download
| Q2 Holdings, Inc. (QTWO) | 16.44% | $3.73B | 12.61% | 59.25% | 3.64 |
| Alkami Technology, Inc. (ALKT) | 14.76% | $1.99B | 15.87% | 55.53% | 4.52 |
| Toast, Inc. (TOST) | 14.18% | $18.85B | 23.10% | 27.04% | 2.16 |
| Automatic Data Processing, Inc. (ADP) | 12.42% | $105.36B | 6.74% | 50.67% | 4.17 |
| Remitly Global, Inc. (RELY) | 10.45% | $5.10B | 20.23% | 60.80% | 2.38 |
| Lightspeed Commerce, Inc. (LSPD) | 10.12% | $1.31B | 5.80% | 40.33% | 0.90 |
| Dave, Inc. (DAVE) | 7.14% | $4.62B | 29.63% | 88.10% | 7.94 |
| Blend Labs, Inc. (BLND) | 6.55% | $335.85M | 7.34% | 73.54% | 4.12 |
| Affirm Holdings, Inc. (AFRM) | 5.48% | $23.00B | 32.43% | 76.78% | 8.91 |
| Lemonade, Inc. (LMND) | 1.96% | $3.81B | 104.94% | N/A | 6.02 |
| Hippo Holdings, Inc. (HIPO) | 0.51% | $847.63M | 23.36% | N/A | 1.58 |
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