Coatue Management
Coatue Rule of 200 Fintech Inverse Equal Index

COATTHR

Add to research

Index Performance

-7.63%
COATTHR
+8.51%
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 February 11, 2025
CSV download
Affirm Holdings, Inc. (AFRM)10.80%$24.81B46.57%86.62%9.36
Dave, Inc. (DAVE)10.74%$1.32B40.54%57.47%1.74
Hippo Holdings, Inc. (HIPO)10.63%$749.30M65.51%N/A1.31
Remitly Global, Inc. (RELY)10.14%$5.00B39.27%57.61%2.07
Toast, Inc. (TOST)9.70%$22.78B26.45%24.67%3.32
Automatic Data Processing, Inc. (ADP)9.49%$124.41B8.15%49.94%6.12
Blend Labs, Inc. (BLND)8.12%$1.01B11.32%56.96%6.59
Q2 Holdings, Inc. (QTWO)7.95%$5.53B12.94%48.16%7.32
Alkami Technology, Inc. (ALKT)7.84%$3.39B26.89%58.50%9.68
Lightspeed Commerce, Inc. (LSPD)7.42%$2.00B20.00%32.36%1.70
Lemonade, Inc. (LMND)7.18%$2.34B15.13%N/A3.05
Market data by FactSet
New feature

Thematic Research

View all of your research in one place. Toggle open the floating actions menu and click Open research sidebar to view your saved research for the current page.