Index Performance
-10.39%
COATTHR
+25.87%
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 May 22, 2026
CSV download
| Affirm Holdings, Inc. (AFRM) | 12.77% | $21.23B | 29.00% | 77.20% | 9.46 |
| Remitly Global, Inc. (RELY) | 12.06% | $4.44B | 29.37% | 58.67% | 1.62 |
| Automatic Data Processing, Inc. (ADP) | 9.34% | $79.13B | 6.16% | 50.47% | 5.00 |
| Dave, Inc. (DAVE) | 9.34% | $3.72B | 59.67% | 70.22% | 5.70 |
| Hippo Holdings, Inc. (HIPO) | 8.78% | $745.89M | 25.93% | N/A | 1.78 |
| Alkami Technology, Inc. (ALKT) | 8.57% | $1.74B | 32.89% | 56.56% | 6.01 |
| Lightspeed Commerce, Inc. (LSPD) | 8.45% | $1.29B | 11.17% | 30.64% | 1.00 |
| Q2 Holdings, Inc. (QTWO) | 8.21% | $3.09B | 14.12% | 54.05% | 5.80 |
| Blend Labs, Inc. (BLND) | 7.69% | $375.39M | -23.72% | 72.45% | 7.12 |
| Lemonade, Inc. (LMND) | 7.55% | $5.02B | 41.30% | N/A | 8.85 |
| Toast, Inc. (TOST) | 7.23% | $17.10B | 24.05% | 25.76% | 3.18 |
Market data by FactSet
