Coatue Management

Coatue Rule of 200 Fintech Inverse Equal Index

COATTHR

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Index Performance

-0.88%
COATTHR
-6.73%
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 21, 2025
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Dave, Inc. (DAVE)17.29%$2.58B46.65%67.94%3.14
Toast, Inc. (TOST)9.84%$24.78B24.37%25.88%3.55
Alkami Technology, Inc. (ALKT)9.09%$3.08B28.52%58.46%8.46
Q2 Holdings, Inc. (QTWO)8.91%$5.44B14.64%53.18%7.27
Automatic Data Processing, Inc. (ADP)8.89%$130.96B5.69%51.71%6.26
Remitly Global, Inc. (RELY)8.89%$4.55B34.37%58.70%3.00
Lightspeed Commerce, Inc. (LSPD)8.18%$1.48B20.00%32.36%1.70
Blend Labs, Inc. (BLND)7.69%$897.08M-23.40%70.82%5.88
Affirm Holdings, Inc. (AFRM)7.66%$15.24B35.92%84.88%6.72
Lemonade, Inc. (LMND)6.80%$2.13B26.71%N/A5.23
Hippo Holdings, Inc. (HIPO)6.76%$556.47M29.61%N/A1.64
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