Index Performance
-21.75%
COATTHR
+23.30%
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 August 20, 2026
CSV download
| Q2 Holdings, Inc. (QTWO) | 11.54% | $3.98B | 12.61% | 59.25% | 3.64 |
| Toast, Inc. (TOST) | 11.09% | $20.52B | 23.10% | 27.04% | 2.16 |
| Alkami Technology, Inc. (ALKT) | 10.39% | $2.13B | 15.87% | 55.53% | 4.52 |
| Automatic Data Processing, Inc. (ADP) | 9.97% | $110.92B | 6.74% | 50.67% | 4.17 |
| Hippo Holdings, Inc. (HIPO) | 9.65% | $862.67M | 23.36% | N/A | 1.58 |
| Remitly Global, Inc. (RELY) | 9.11% | $5.23B | 20.23% | 60.80% | 2.38 |
| Lightspeed Commerce, Inc. (LSPD) | 8.76% | $1.35B | 5.80% | 40.33% | 0.90 |
| Dave, Inc. (DAVE) | 8.24% | $4.27B | 29.63% | 68.38% | 7.94 |
| Affirm Holdings, Inc. (AFRM) | 7.91% | $25.13B | 33.75% | 75.56% | 5.96 |
| Lemonade, Inc. (LMND) | 6.71% | $3.92B | 104.94% | N/A | 6.02 |
| Blend Labs, Inc. (BLND) | 6.62% | $345.31M | 7.34% | 73.54% | 4.12 |
Market data by FactSet
