Index Performance
+15.72%
COATTHR
-15.36%
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 $COATTHR Index tracks the performance of those mature fintech companies that score lowest in combined 12 Month retention, revenue growth, gross margin, and operating margin. $COATTHR is a equal-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.
- TickerCOATTHR
- Inception Date11/11/2022
- WeightingEqual
- # of holdings11
What's inside?
Holdings
All holdings as of March 6, 2026
CSV download
| Remitly Global, Inc. (RELY) | 13.12% | $3.65B | 29.37% | 58.67% | 1.62 |
| Dave, Inc. (DAVE) | 11.36% | $2.96B | 59.67% | 75.31% | 5.70 |
| Automatic Data Processing, Inc. (ADP) | 9.94% | $89.67B | 6.16% | 50.47% | 5.00 |
| Hippo Holdings, Inc. (HIPO) | 9.61% | $688.10M | 25.93% | N/A | 1.78 |
| Toast, Inc. (TOST) | 9.41% | $17.97B | 24.05% | 25.76% | 3.18 |
| Lightspeed Commerce, Inc. (LSPD) | 8.93% | $1.31B | 11.17% | 30.64% | 1.00 |
| Alkami Technology, Inc. (ALKT) | 8.45% | $1.75B | 32.89% | 56.56% | 6.01 |
| Q2 Holdings, Inc. (QTWO) | 8.02% | $3.25B | 14.12% | 54.05% | 5.80 |
| Affirm Holdings, Inc. (AFRM) | 7.63% | $17.49B | 29.00% | 77.20% | 9.46 |
| Lemonade, Inc. (LMND) | 7.51% | $4.20B | 41.30% | N/A | 8.86 |
| Blend Labs, Inc. (BLND) | 6.01% | $446.76M | -27.28% | 74.42% | 7.96 |
Market data by FactSet
