v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Class A common stock
Common Stock
Class B common stock
Additional Paid-in Capital
Accumulated Other Comprehensive Income (Loss)
Treasury Stock
Retained Earnings
Beginning balance (in shares) at Dec. 31, 2024   23,241 13,163        
Beginning balance at Dec. 31, 2024 $ 519,290 $ 2 $ 2 $ 254,821 $ 173 $ (25,756) $ 290,048
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Exercise of stock options and issuance of common stock under the Employee Stock Purchase Plan (in shares)   1          
Exercise of stock options and issuance of common stock under the Employee Stock Purchase Plan 11     11      
Stock-based compensation 16,483     16,483      
Vesting of restricted stock units, net of shares withheld for taxes (in shares)   60          
Vesting of restricted stock units, net of shares withheld for taxes (9,078)     (9,078)      
Conversion of Class B common stock to Class A common stock (in shares)   182 (182)        
Repurchase of common stock (in shares)   (445)          
Repurchase of common stock (95,763)         (95,763)  
Other comprehensive loss (207)       (207)    
Net income 31,383           31,383
Ending balance (in shares) at Mar. 31, 2025   23,039 12,981        
Ending balance at Mar. 31, 2025 462,119 $ 2 $ 2 262,237 (34) (121,519) 321,431
Beginning balance (in shares) at Dec. 31, 2024   23,241 13,163        
Beginning balance at Dec. 31, 2024 519,290 $ 2 $ 2 254,821 173 (25,756) 290,048
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Other comprehensive loss (244)            
Net income 67,363            
Ending balance (in shares) at Jun. 30, 2025   22,871 12,981        
Ending balance at Jun. 30, 2025 455,646 $ 2 $ 2 270,782 (71) (172,480) 357,411
Beginning balance (in shares) at Mar. 31, 2025   23,039 12,981        
Beginning balance at Mar. 31, 2025 462,119 $ 2 $ 2 262,237 (34) (121,519) 321,431
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Exercise of stock options and issuance of common stock under the Employee Stock Purchase Plan (in shares)   8          
Exercise of stock options and issuance of common stock under the Employee Stock Purchase Plan 117     117      
Stock-based compensation 18,448     18,448      
Vesting of restricted stock units, net of shares withheld for taxes (in shares)   68          
Vesting of restricted stock units, net of shares withheld for taxes (10,020)     (10,020)      
Repurchase of common stock (in shares)   (244)          
Repurchase of common stock (50,961)         (50,961)  
Other comprehensive loss (37)       (37)    
Net income 35,980           35,980
Ending balance (in shares) at Jun. 30, 2025   22,871 12,981        
Ending balance at Jun. 30, 2025 455,646 $ 2 $ 2 270,782 (71) (172,480) 357,411
Beginning balance (in shares) at Dec. 31, 2025   24,335 11,655        
Beginning balance at Dec. 31, 2025 542,579 $ 3 $ 1 284,054 30 (172,480) 430,971
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Exercise of stock options and issuance of common stock under the Employee Stock Purchase Plan (in shares)   7          
Exercise of stock options and issuance of common stock under the Employee Stock Purchase Plan 998     998      
Stock-based compensation 18,219     18,219      
Vesting of restricted stock units, net of shares withheld for taxes (in shares)   65          
Vesting of restricted stock units, net of shares withheld for taxes (8,157)     (8,157)      
Conversion of Class B common stock to Class A common stock (in shares)   325 (325)        
Repurchase of common stock (in shares)   (703)          
Repurchase of common stock (125,793)         (125,793)  
Other comprehensive loss (42)       (42)    
Net income 42,424           42,424
Ending balance (in shares) at Mar. 31, 2026   24,029 11,330        
Ending balance at Mar. 31, 2026 470,228 $ 3 $ 1 295,114 (12) (298,273) 473,395
Beginning balance (in shares) at Dec. 31, 2025   24,335 11,655        
Beginning balance at Dec. 31, 2025 542,579 $ 3 $ 1 284,054 30 (172,480) 430,971
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Other comprehensive loss (42)            
Net income 83,968            
Ending balance (in shares) at Jun. 30, 2026   24,087 11,330        
Ending balance at Jun. 30, 2026 526,142 $ 3 $ 1 309,484 (12) (298,273) 514,939
Beginning balance (in shares) at Mar. 31, 2026   24,029 11,330        
Beginning balance at Mar. 31, 2026 470,228 $ 3 $ 1 295,114 (12) (298,273) 473,395
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Stock-based compensation 20,691     20,691      
Vesting of restricted stock units, net of shares withheld for taxes (in shares)   58          
Vesting of restricted stock units, net of shares withheld for taxes (6,321)     (6,321)      
Other comprehensive loss 0            
Net income 41,544           41,544
Ending balance (in shares) at Jun. 30, 2026   24,087 11,330        
Ending balance at Jun. 30, 2026 $ 526,142 $ 3 $ 1 $ 309,484 $ (12) $ (298,273) $ 514,939