Fintech COMPLETE Index
Fintech COMPLETE aims to capture the growth and economic value of the fintech space.
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Updated: 2024-05-28
Fintech COMPLETE aims to capture the growth and economic value of the fintech space. "COMPLETE" in that we have a lot of names in the bucket.
The index was initiated on 5/26 with a starting value of $10,000 and will be benchmarked against the S&P 500, and the NASDAQ. This page will be updated frequently with the current value of the index, and any notes when it comes to rebalancing.
Here are the criteria for inclusion:
- Market Cap: The equity must have a market cap above $250 million.
- Revenue Growth: The equity should have shown revenue growth over the last three years (ideally, >5%).
- Fintech Focus: The equity should generate, or be expected to generate, a significant portion of its revenues from the intersection of finance and technology.
- U.S. Listing: The equity should be listed on a U.S. exchange (ADRs are acceptable).
- Liquidity: The equity should be liquid, with an average daily trading volume exceeding $5 million.
Performance
| Date | Complete | S&P 500 | NASDAQ |
|---|---|---|---|
| 5/26/24 | $10,000.00 | $10,000.00 | $10,000.00 |
| 5/28/24 | $9,982.66 | $10,002.49 | $10,058.56 |
Holdings
| Ticker | Name | Price Added | Market Cap ($B) |
|---|---|---|---|
| ADYEY | Adyen Unsponsored Netherl 100 ADR Representing 1 Ord Shs | $13.14 | $38.21 |
| AFRM | Affirm Holdings Inc | $30.03 | $9.28 |
| ALKT | Alkami Technology Inc | $27.40 | $2.67 |
| AVDX | AvidXchange Holdings Inc | $10.79 | $2.23 |
| BILL | BILL Holdings Inc | $52.16 | $5.54 |
| BL | Blackline Inc | $49.64 | $3.07 |
| COIN | Coinbase Global Inc | $237.65 | $58.36 |
| CPAY | Corpay Inc | $267.93 | $18.83 |
| CWAN | Clearwater Analytics Holdings Inc | $19.10 | $4.69 |
| DLO | Dlocal Ltd | $9.56 | $2.83 |
| FLYW | Flywire Corp | $18.33 | $2.28 |
| FOUR | Shift4 Payments Inc | $68.29 | $5.98 |
| GLBE | Global-E Online Ltd | $29.42 | $4.91 |
| GRAB | Grab Holdings Ltd | $3.66 | $14.47 |
| HIPO | Hippo Holdings Inc | $18.20 | $0.44 |
| HOOD | Robinhood Markets Inc | $20.51 | $18.02 |
| HQY | Healthequity Inc | $79.27 | $6.90 |
| INTA | Intapp Inc | $36.18 | $2.66 |
| INTU | Intuit Inc | $606.99 | $169.94 |
| LDI | Loandepot Inc | $1.94 | $0.63 |
| LMND | Lemonade Inc | $16.31 | $1.15 |
| LSPD | Lightspeed Commerce Inc | $15.15 | $3.11 |
| MA | Mastercard Inc | $451.18 | $419.42 |
| MELI | MercadoLibre Inc | $1,693.57 | $85.86 |
| MSCI | Msci Inc | $493.00 | $39.06 |
| NCNO | nCino Inc | $30.66 | $3.51 |
| NU | Nu Holdings Ltd | $11.73 | $55.90 |
| OLO | Olo Inc | $4.61 | $0.74 |
| OSCR | Oscar Health Inc | $20.56 | $4.88 |
| PAGS | PagSeguro Digital Ltd | $12.27 | $7.18 |
| PAY | Paymentus Holdings Inc | $19.07 | $2.37 |
| PAYO | Payoneer Global Inc | $6.03 | $2.25 |
| PYPL | PayPal Holdings Inc | $61.64 | $64.48 |
| RELY | Remitly Global Inc | $13.70 | $2.64 |
| SHOP | Shopify Inc | $56.97 | $100.59 |
| SOFI | SoFi Technologies Inc | $6.92 | $7.32 |
| SPGI | S&P Global Inc | $438.24 | $137.13 |
| SQ | Block Inc | $66.34 | $40.93 |
| STNE | StoneCo Ltd | $14.29 | $10.17 |
| TOST | Toast Inc | $25.46 | $14.13 |
| V | Visa Inc | $274.49 | $549.25 |
| WPLCF | Wise PLC | $10.10 | $8.26 |
| XROLF | Xero Ltd | $83.18 | $20.42 |
| ZUO | Zuora Inc | $9.97 | $1.48 |