Coatue Management
Coatue Rule of 200 Fintech Inverse Weighted Index

COATFOUR

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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
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Toast, Inc. (TOST)13.57%$22.83B26.45%24.67%3.32
Remitly Global, Inc. (RELY)13.42%$5.19B39.27%57.61%2.07
Automatic Data Processing, Inc. (ADP)12.35%$126.22B8.15%49.94%6.12
Q2 Holdings, Inc. (QTWO)11.98%$5.64B11.50%48.46%8.82
Alkami Technology, Inc. (ALKT)11.15%$3.30B26.89%58.50%9.68
Lightspeed Commerce, Inc. (LSPD)9.15%$2.03B20.00%32.36%1.70
Dave, Inc. (DAVE)9.09%$1.40B40.54%57.47%1.74
Affirm Holdings, Inc. (AFRM)8.28%$25.22B46.57%86.62%9.36
Blend Labs, Inc. (BLND)8.06%$995.57M11.32%56.96%6.59
Lemonade, Inc. (LMND)2.39%$2.65B15.13%N/A3.05
Hippo Holdings, Inc. (HIPO)0.56%$752.96M65.51%N/A1.31
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