Brad van Leeuwen - Cledara
Fintech

FINTECH

Index Performance

+23.95%
FINTECH
+8.98%
QQQ
+21.58%
SKYY
Oct 7, 2024Oct 15, 2024Oct 23, 2024Oct 31, 2024Nov 8, 2024Nov 18, 2024Nov 26, 2024Dec 6, 2024Dec 16, 2024Dec 24, 2024Jan 6, 20250%10%20%30%40%

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?
Sectors
  • Technology Services
    50.08%
  • Finance
    27.75%
  • Commercial Services
    16.11%
  • Health Services
    4.69%
  • Electronic Technology
    1.37%

Holdings

All holdings as of January 7, 2025
CSV download
NeueHealth, Inc. (BHG)3.07%$60.67M-13.54%N/A1.21
Paycor HCM, Inc. (PYCR)1.85%$4.11B16.64%51.62%3.61
Katapult Holdings, Inc. (KPLT)1.82%$30.65M9.15%28.19%0.46
Clover Health Investments Corp. (CLOV)1.77%$1.69B-31.34%N/A0.90
NerdWallet, Inc. (NRDS)1.75%$1.06B25.20%90.75%1.48
EverQuote, Inc. (EVER)1.74%$687.23M162.73%96.23%1.73
Pagaya Technologies Ltd. (PGY)1.73%$763.07M23.75%37.83%1.53
Nu Holdings Ltd. (NU)1.71%$52.95B38.99%67.96%6.15
Root, Inc. (ROOT)1.69%$1.17B165.13%N/A1.00
Robinhood Markets, Inc. (HOOD)1.68%$37.75B37.10%92.53%9.82
VTEX (Cayman Islands) (VTEX)1.68%$1.10B10.60%72.54%5.39
Marqeta, Inc. (MQ)1.63%$1.93B17.52%-11.94%2.85
PagSeguro Digital Ltd. (PAGS)1.63%$2.09B4.58%47.52%1.95
Remitly Global, Inc. (RELY)1.63%$4.59B39.27%57.61%2.07
Payoneer Global, Inc. (PAYO)1.63%$3.67B19.34%79.39%2.46
Shift4 Payments, Inc. (FOUR)1.62%$9.60B34.62%23.72%3.09
i3 Verticals, Inc. (IIIV)1.62%$800.61M-37.90%79.40%2.54
Virtu Financial, Inc. (VIRT)1.62%$5.62B15.01%40.44%2.18
Oscar Health, Inc. (OSCR)1.62%$3.64B68.30%N/A0.66
Funding Circle Holdings Plc (FCH)1.61%$510.26M5.57%N/A-0.51
Adyen NV (ADYEY)1.61%$48.60B-78.55%N/A15.50
DLocal Ltd. (DLO)1.61%$3.35B6.29%40.76%2.47
StoneCo Ltd. (STNE)1.61%$2.44B-14.43%26.63%4.53
Lightspeed Commerce, Inc. (LSPD)1.60%$2.47B22.41%31.91%1.86
Paysafe Ltd. (PSFE)1.59%$1.06B7.74%41.89%2.11
Olo, Inc. (OLO)1.59%$1.32B24.33%54.29%1.73
Tradeweb Markets, Inc. (TW)1.58%$31.20B36.72%87.11%15.95
Hippo Holdings, Inc. (HIPO)1.58%$658.69M65.51%N/A1.31
Toast, Inc. (TOST)1.58%$22.12B26.45%24.67%3.32
Lufax Holding Ltd. (LU)1.58%$2.17B-29.27%80.40%1.22
MoneyLion, Inc. (ML)1.57%$973.55M22.86%39.24%1.06
Shopify, Inc. (SHOP)1.55%$147.86B26.14%51.71%12.26
Block, Inc. (SQ)1.55%$56.99B6.38%37.04%1.65
Dave, Inc. (DAVE)1.55%$1.16B40.54%57.47%1.74
SoFi Technologies, Inc. (SOFI)1.54%$16.59B30.79%57.17%2.45
Repay Holdings Corp. (RPAY)1.54%$1.34B6.49%45.53%3.85
Bakkt Holdings, Inc. (BKKT)1.53%$385.94M60.38%-1.71%0.04
Expensify, Inc. (EXFY)1.53%$309.59M-2.97%51.30%0.97
AvidXchange Holdings, Inc. (AVDX)1.52%$2.11B14.28%64.95%3.23
Flywire Corp. (FLYW)1.52%$2.42B27.16%62.30%3.02
Enfusion, Inc. (ENFN)1.52%$1.34B15.35%68.06%6.27
nCino, Inc. (NCNO)1.51%$3.95B13.82%58.41%8.21
Intapp, Inc. (INTA)1.51%$4.85B16.96%71.92%7.56
Coinbase Global, Inc. (COIN)1.50%$72.04B78.77%81.09%7.36
MeridianLink, Inc. (MLNK)1.50%$1.52B5.07%53.89%6.24
UWM Holdings Corp. (UWMC)1.50%$9.11B66.47%90.23%5.33
Sapiens International Corp. NV (SPNS)1.49%$1.46B4.84%45.08%3.67
CCC Intelligent Solutions Holdings, Inc. (CCCS)1.49%$7.14B7.84%69.39%8.29
EverCommerce, Inc. (EVCM)1.49%$1.99B0.87%53.89%3.39
Clearwater Analytics Holdings, Inc. (CWAN)1.48%$6.72B22.36%72.93%13.34
Bill Holdings, Inc. (BILL)1.48%$9.06B17.53%78.34%3.73
Affirm Holdings, Inc. (AFRM)1.48%$20.44B40.67%86.38%7.03
Paymentus Holdings, Inc. (PAY)1.48%$4.11B51.93%24.53%3.05
XP, Inc. (XP)1.46%$6.16B-6.17%68.41%6.96
BlackLine, Inc. (BL)1.44%$3.68B10.09%75.22%6.53
Alkami Technology, Inc. (ALKT)1.43%$3.61B26.89%58.50%9.68
loanDepot, Inc. (LDI)1.43%$604.95M12.07%114.36%4.95
Rocket Cos., Inc. (RKT)1.42%$21.58B40.81%97.78%13.53
Redfin Corp. (RDFN)1.42%$1.02B3.37%36.64%2.43
Upstart Holdings, Inc. (UPST)1.40%$5.79B20.50%96.68%7.15
Lemonade, Inc. (LMND)1.38%$2.75B15.13%N/A3.05
Latch, Inc. (LTCH)1.37%$20.94M3.86%N/A-2.98
Blend Labs, Inc. (BLND)1.34%$952.06M11.32%56.96%6.59
Market data by FactSet