v3.25.3
Condensed Consolidated Statements of Stockholders' Equity - USD ($)
$ in Thousands
Total
Common Stock
Additional Paid-in Capital
Accumulated Other Comprehensive Income (Loss)
Accumulated Deficit
Beginning balance (in shares) at Dec. 31, 2023   28,237,000      
Beginning balance at Dec. 31, 2023 $ 778,641 $ 0 $ 1,047,830 $ 638 $ (269,827)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares)   260,000      
Issuance of common stock upon exercise of stock options 15,969   15,969    
Vesting of restricted stock units, net of shares withheld for taxes (in shares)   39,000      
Vesting of restricted stock units, net of shares withheld for taxes (4,181)   (4,181)    
Shares of restricted stock awards surrendered for taxes (in shares)   (8,000)      
Shares of restricted stock awards surrendered for taxes (1,205)   (1,205)    
Stock-based compensation 10,023   10,023    
Unrealized gain (loss) on investments (875)     (875)  
Foreign currency translation (62)     (62)  
Net income 932       932
Ending balance (in shares) at Mar. 31, 2024   28,528,000      
Ending balance at Mar. 31, 2024 799,242 $ 0 1,068,436 (299) (268,895)
Beginning balance (in shares) at Dec. 31, 2023   28,237,000      
Beginning balance at Dec. 31, 2023 $ 778,641 $ 0 1,047,830 638 (269,827)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares) 489,152        
Unrealized gain (loss) on investments $ 713        
Net income 43,680        
Ending balance (in shares) at Sep. 30, 2024   28,757,000      
Ending balance at Sep. 30, 2024 885,846 $ 0 1,110,481 1,512 (226,147)
Beginning balance (in shares) at Mar. 31, 2024   28,528,000      
Beginning balance at Mar. 31, 2024 799,242 $ 0 1,068,436 (299) (268,895)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares)   181,000      
Issuance of common stock upon exercise of stock options 10,637   10,637    
Stock-based compensation 13,781   13,781    
Unrealized gain (loss) on investments (252)     (252)  
Foreign currency translation (83)     (83)  
Net income 15,568       15,568
Ending balance (in shares) at Jun. 30, 2024   28,709,000      
Ending balance at Jun. 30, 2024 838,893 $ 0 1,092,854 (634) (253,327)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares)   48,000      
Issuance of common stock upon exercise of stock options 3,365   3,365    
Stock-based compensation 14,262   14,262    
Unrealized gain (loss) on investments 1,840     1,840  
Foreign currency translation 306     306  
Net income 27,180       27,180
Ending balance (in shares) at Sep. 30, 2024   28,757,000      
Ending balance at Sep. 30, 2024 885,846 $ 0 1,110,481 1,512 (226,147)
Beginning balance (in shares) at Dec. 31, 2024   28,794,000      
Beginning balance at Dec. 31, 2024 946,380 $ 0 1,127,238 (190) (180,668)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares)   17,000      
Issuance of common stock upon exercise of stock options 1,462   1,462    
Vesting of restricted stock units, net of shares withheld for taxes (in shares)   98,000      
Vesting of restricted stock units, net of shares withheld for taxes (12,116)   (12,116)    
Shares of restricted stock awards surrendered for taxes (in shares)   (10,000)      
Shares of restricted stock awards surrendered for taxes (1,812)   (1,812)    
Stock-based compensation 14,447   14,447    
Unrealized gain (loss) on investments 344     344  
Foreign currency translation 236     236  
Net income 35,733       35,733
Ending balance (in shares) at Mar. 31, 2025   28,899,000      
Ending balance at Mar. 31, 2025 984,674 $ 0 1,129,219 390 (144,935)
Beginning balance (in shares) at Dec. 31, 2024   28,794,000      
Beginning balance at Dec. 31, 2024 $ 946,380 $ 0 1,127,238 (190) (180,668)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares) 102,468        
Unrealized gain (loss) on investments $ 843        
Net income 153,431        
Ending balance (in shares) at Sep. 30, 2025   28,984,000      
Ending balance at Sep. 30, 2025 1,137,876 $ 0 1,164,013 1,100 (27,237)
Beginning balance (in shares) at Mar. 31, 2025   28,899,000      
Beginning balance at Mar. 31, 2025 984,674 $ 0 1,129,219 390 (144,935)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares)   28,000      
Issuance of common stock upon exercise of stock options 1,796   1,796    
Stock-based compensation 15,077   15,077    
Unrealized gain (loss) on investments (158)     (158)  
Foreign currency translation 925     925  
Net income 38,333       38,333
Ending balance (in shares) at Jun. 30, 2025   28,927,000      
Ending balance at Jun. 30, 2025 1,040,647 $ 0 1,146,092 1,157 (106,602)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares)   57,000      
Issuance of common stock upon exercise of stock options 3,713   3,713    
Stock-based compensation 14,208   14,208    
Unrealized gain (loss) on investments 657     657  
Foreign currency translation (714)     (714)  
Net income 79,365       79,365
Ending balance (in shares) at Sep. 30, 2025   28,984,000      
Ending balance at Sep. 30, 2025 $ 1,137,876 $ 0 $ 1,164,013 $ 1,100 $ (27,237)