COATFOUR
Index Performance
-7.71%
COATFOUR
+2.32%
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 $COATFOUR Index tracks the performance of those mature fintech companies that score lowest in combined 12 Month retention, revenue growth, gross margin, and operating margin. $COATFOUR is a strength-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.
- TickerCOATFOUR
- Inception Date11/11/2022
- WeightingCustom
- # of holdings11
What's inside?
Holdings
All holdings as of September 6, 2024
CSV download
| Q2 Holdings, Inc. (QTWO) | 15.08% | $4.29B | 11.88% | 47.45% | 5.80 |
| Alkami Technology, Inc. (ALKT) | 13.62% | $2.90B | 24.93% | 58.93% | 9.17 |
| Blend Labs, Inc. (BLND) | 12.01% | $838.31M | -5.45% | 52.81% | 4.45 |
| Remitly Global, Inc. (RELY) | 11.57% | $2.62B | 30.93% | 56.81% | 2.02 |
| Automatic Data Processing, Inc. (ADP) | 11.44% | $109.93B | 6.61% | 49.94% | 5.15 |
| Toast, Inc. (TOST) | 10.38% | $10.74B | 26.99% | 23.03% | 3.18 |
| Lightspeed Commerce, Inc. (LSPD) | 9.08% | $1.83B | 29.65% | 30.80% | 1.53 |
| Affirm Holdings, Inc. (AFRM) | 7.92% | $10.28B | 46.29% | 85.22% | 5.88 |
| Dave, Inc. (DAVE) | 5.68% | $383.63M | 30.84% | 59.67% | 1.36 |
| Lemonade, Inc. (LMND) | 2.74% | $1.31B | 21.13% | N/A | 3.10 |
| Hippo Holdings, Inc. (HIPO) | 0.49% | $449.80M | 87.84% | N/A | 1.48 |
Market data by FactSet
