Index Performance
+22.83%
COATTHR
-14.76%
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 April 7, 2026
CSV download
| Affirm Holdings, Inc. (AFRM) | 9.98% | $15.79B | 29.00% | 77.20% | 9.46 |
| Blend Labs, Inc. (BLND) | 9.67% | $442.24M | -23.72% | 72.45% | 7.12 |
| Remitly Global, Inc. (RELY) | 9.63% | $3.37B | 29.37% | 58.67% | 1.62 |
| Q2 Holdings, Inc. (QTWO) | 9.46% | $3.08B | 14.12% | 54.05% | 5.80 |
| Lightspeed Commerce, Inc. (LSPD) | 9.38% | $1.22B | 11.17% | 30.64% | 1.00 |
| Alkami Technology, Inc. (ALKT) | 9.26% | $1.79B | 32.89% | 56.56% | 6.01 |
| Hippo Holdings, Inc. (HIPO) | 9.19% | $662.26M | 25.93% | N/A | 1.78 |
| Automatic Data Processing, Inc. (ADP) | 9.08% | $82.28B | 6.16% | 50.47% | 5.00 |
| Toast, Inc. (TOST) | 8.72% | $15.30B | 24.05% | 25.76% | 3.18 |
| Lemonade, Inc. (LMND) | 8.34% | $4.43B | 41.30% | N/A | 8.85 |
| Dave, Inc. (DAVE) | 7.28% | $2.25B | 59.67% | 70.22% | 5.70 |
Market data by FactSet
