Brad van Leeuwen - Cledara
Fintech

FINTECH

Index Performance

+19.68%
FINTECH
+6.10%
QQQ
+16.81%
SKYY

Overview

Description

An index of fintech companies that IPO'd in 2016 and later. Thanks to Bain Capital Ventures for the list (https://baincapitalventures.com/list-of-companies-in-bcv-publicly-traded-fintech-company-analysis/)

  • TickerFINTECH
  • Inception Date09/03/2024
  • WeightingCustom
  • # of holdings63
What's inside?

Holdings

All holdings as of January 21, 2025
CSV download
NeueHealth, Inc. (BHG)2.96%$60.84M-13.54%N/A1.21
Katapult Holdings, Inc. (KPLT)2.39%$40.52M9.15%28.19%0.46
Clover Health Investments Corp. (CLOV)2.01%$2.12B-31.34%N/A0.90
Robinhood Markets, Inc. (HOOD)2.00%$44.20B37.10%92.53%9.82
SoFi Technologies, Inc. (SOFI)1.79%$19.42B30.79%57.17%2.45
Paycor HCM, Inc. (PYCR)1.78%$3.99B16.64%51.62%3.61
Shift4 Payments, Inc. (FOUR)1.72%$10.46B34.62%23.72%3.09
Oscar Health, Inc. (OSCR)1.70%$3.87B68.30%N/A0.66
Nu Holdings Ltd. (NU)1.70%$54.52B38.99%67.96%6.15
Lufax Holding Ltd. (LU)1.70%$2.22B-29.27%80.40%1.22
NerdWallet, Inc. (NRDS)1.69%$1.05B25.20%90.75%1.48
VTEX (Cayman Islands) (VTEX)1.67%$1.14B10.60%72.54%5.39
Root, Inc. (ROOT)1.65%$1.19B165.13%N/A1.00
Intapp, Inc. (INTA)1.65%$5.43B16.96%71.92%7.56
UWM Holdings Corp. (UWMC)1.64%$9.94B66.47%90.23%5.33
EverQuote, Inc. (EVER)1.63%$658.95M162.73%96.23%1.73
Paysafe Ltd. (PSFE)1.63%$1.11B7.74%41.89%2.11
Coinbase Global, Inc. (COIN)1.62%$73.65B78.77%81.09%7.36
Virtu Financial, Inc. (VIRT)1.61%$5.75B15.01%40.44%2.18
Bakkt Holdings, Inc. (BKKT)1.61%$394.28M60.38%-1.71%0.04
Enfusion, Inc. (ENFN)1.60%$1.43B15.35%68.06%6.27
Adyen NV (ADYEY)1.60%$48.66B-78.55%N/A15.50
i3 Verticals, Inc. (IIIV)1.59%$809.43M-37.90%79.40%2.54
Pagaya Technologies Ltd. (PGY)1.59%$682.79M23.75%37.83%1.53
Dave, Inc. (DAVE)1.59%$1.16B40.54%57.47%1.74
StoneCo Ltd. (STNE)1.58%$2.52B-14.43%26.63%4.53
Toast, Inc. (TOST)1.58%$21.95B26.45%24.67%3.32
PagSeguro Digital Ltd. (PAGS)1.57%$2.16B4.58%47.52%1.95
Remitly Global, Inc. (RELY)1.57%$4.58B39.27%57.61%2.07
DLocal Ltd. (DLO)1.57%$3.35B6.29%40.76%2.47
Payoneer Global, Inc. (PAYO)1.57%$3.69B19.34%79.39%2.46
Funding Circle Holdings Plc (FCH)1.56%$487.49M5.57%N/A-0.51
Hippo Holdings, Inc. (HIPO)1.56%$649.19M65.51%N/A1.31
Rocket Cos., Inc. (RKT)1.55%$23.88B40.81%97.78%13.53
Clearwater Analytics Holdings, Inc. (CWAN)1.55%$7.65B22.36%72.93%13.34
Bill Holdings, Inc. (BILL)1.55%$9.36B17.53%78.34%3.73
Olo, Inc. (OLO)1.54%$1.28B24.33%54.29%1.73
Block, Inc. (XYZ)1.53%$55.47B6.38%37.04%1.65
MoneyLion, Inc. (ML)1.53%$977.50M22.86%39.24%1.06
Marqeta, Inc. (MQ)1.51%$1.86B17.52%-11.94%2.85
AvidXchange Holdings, Inc. (AVDX)1.51%$2.14B14.28%64.95%3.23
Shopify, Inc. (SHOP)1.50%$136.51B26.14%51.71%12.26
BlackLine, Inc. (BL)1.48%$3.82B10.09%75.22%6.53
Tradeweb Markets, Inc. (TW)1.48%$30.22B36.72%87.11%15.95
Flywire Corp. (FLYW)1.48%$2.41B27.16%62.30%3.02
Repay Holdings Corp. (RPAY)1.48%$1.31B6.49%45.53%3.85
nCino, Inc. (NCNO)1.45%$3.85B13.82%58.41%8.21
MeridianLink, Inc. (MLNK)1.44%$1.49B5.07%53.89%6.24
XP, Inc. (XP)1.44%$6.16B-6.17%68.41%6.96
Upstart Holdings, Inc. (UPST)1.44%$5.84B20.50%96.68%7.15
CCC Intelligent Solutions Holdings, Inc. (CCCS)1.44%$7.40B7.84%69.39%8.29
EverCommerce, Inc. (EVCM)1.43%$1.91B0.87%53.89%3.39
loanDepot, Inc. (LDI)1.42%$588.60M12.07%114.36%4.95
Sapiens International Corp. NV (SPNS)1.42%$1.43B4.84%45.08%3.67
Expensify, Inc. (EXFY)1.41%$294.47M-2.97%51.30%0.97
Lightspeed Commerce, Inc. (LSPD)1.41%$2.24B22.41%31.91%1.86
Redfin Corp. (RDFN)1.40%$967.05M3.37%36.64%2.43
Alkami Technology, Inc. (ALKT)1.40%$3.59B26.89%58.50%9.68
Paymentus Holdings, Inc. (PAY)1.40%$3.90B51.93%24.53%3.05
Affirm Holdings, Inc. (AFRM)1.33%$17.83B40.67%86.38%7.03
Blend Labs, Inc. (BLND)1.31%$964.86M11.32%56.96%6.59
Latch, Inc. (LTCH)1.28%$20.15M3.86%N/A-2.98
Lemonade, Inc. (LMND)1.20%$2.31B15.13%N/A3.05
Market data by FactSet