Condensed Consolidated Statements of Changes in Stockholders' Equity (Deficit) - USD ($)
shares in Thousands, $ in Thousands |
Total |
Additional Paid-in Capital |
Accumulated Deficit |
Accumulated Other Comprehensive Income (Loss) |
Common Class A |
Common Class A
Common Stock
|
Common Class B |
Common Class B
Common Stock
|
Common Class B
Class B Treasury Stock
|
| Beginning balance (in shares) at Dec. 31, 2024 |
|
|
|
|
|
75,615
|
|
22,829
|
|
| Beginning balance at Dec. 31, 2024 |
$ 13,430
|
$ 32,402
|
$ (18,385)
|
$ 56
|
|
$ 1
|
|
$ 0
|
$ (644)
|
| Beginning balance (in shares) at Dec. 31, 2024 |
|
|
|
|
|
|
|
|
(195)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
|
|
|
| Conversion of Class B common stock to Class A common stock (in shares) |
|
|
|
|
|
10,924
|
|
(10,924)
|
|
| Issuance of common stock upon exercise of options (in shares) |
|
|
|
|
|
10
|
|
1,308
|
|
| Issuance of common stock upon exercise of options |
1,485
|
1,485
|
|
|
|
|
|
|
|
| Issuance of common stock upon the vesting and settlement of RSUs (in shares) |
|
|
|
|
|
901
|
|
18
|
|
| Stock-based compensation |
14,828
|
14,828
|
|
|
|
|
|
|
|
| Shares withheld related to net share settlement (in shares) |
|
|
|
|
|
(363)
|
|
(6)
|
|
| Shares withheld related to net share settlement |
(2,201)
|
(2,201)
|
|
|
|
|
|
|
|
| Shares issued under employee stock purchase plan (in shares) |
|
|
|
|
|
256
|
|
|
|
| Shares issued under employee stock purchase plan |
1,665
|
1,665
|
|
|
|
|
|
|
|
| Repurchase and retirement of common stock (in shares) |
|
|
|
|
|
(4,390)
|
|
|
|
| Repurchase and retirement of common stock |
(27,475)
|
(27,475)
|
|
|
|
|
|
|
|
| Share repurchase excise tax |
(155)
|
(155)
|
|
|
|
|
|
|
|
| Net income (loss) |
(12,831)
|
|
(12,831)
|
|
|
|
|
|
|
| Other comprehensive income (loss) |
(72)
|
|
|
(72)
|
|
|
|
|
|
| Ending balance (in shares) at Mar. 31, 2025 |
|
|
|
|
|
82,953
|
|
13,225
|
|
| Ending balance at Mar. 31, 2025 |
(11,326)
|
20,549
|
(31,216)
|
(16)
|
|
$ 1
|
|
$ 0
|
$ (644)
|
| Ending balance (in shares) at Mar. 31, 2025 |
|
|
|
|
|
|
|
|
(195)
|
| Beginning balance (in shares) at Dec. 31, 2024 |
|
|
|
|
|
75,615
|
|
22,829
|
|
| Beginning balance at Dec. 31, 2024 |
13,430
|
32,402
|
(18,385)
|
56
|
|
$ 1
|
|
$ 0
|
$ (644)
|
| Beginning balance (in shares) at Dec. 31, 2024 |
|
|
|
|
|
|
|
|
(195)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
|
|
|
| Net income (loss) |
(22,337)
|
|
|
|
|
|
|
|
|
| Other comprehensive income (loss) |
(47)
|
|
|
|
|
|
|
|
|
| Ending balance (in shares) at Jun. 30, 2025 |
|
|
|
|
|
74,081
|
|
13,225
|
|
| Ending balance at Jun. 30, 2025 |
(65,868)
|
0
|
(65,234)
|
9
|
|
$ 1
|
|
$ 0
|
$ (644)
|
| Ending balance (in shares) at Jun. 30, 2025 |
|
|
|
|
|
|
|
|
(195)
|
| Beginning balance (in shares) at Mar. 31, 2025 |
|
|
|
|
|
82,953
|
|
13,225
|
|
| Beginning balance at Mar. 31, 2025 |
(11,326)
|
20,549
|
(31,216)
|
(16)
|
|
$ 1
|
|
$ 0
|
$ (644)
|
| Beginning balance (in shares) at Mar. 31, 2025 |
|
|
|
|
|
|
|
|
(195)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
|
|
|
| Conversion of Class B common stock to Class A common stock (in shares) |
|
|
|
|
|
903
|
|
(903)
|
|
| Issuance of common stock upon exercise of options (in shares) |
|
|
|
|
|
13
|
|
903
|
|
| Issuance of common stock upon exercise of options |
915
|
915
|
|
|
|
|
|
|
|
| Issuance of common stock upon the vesting and settlement of RSUs (in shares) |
|
|
|
|
|
1,050
|
|
0
|
|
| Stock-based compensation |
13,022
|
13,022
|
|
|
|
|
|
|
|
| Shares withheld related to net share settlement (in shares) |
|
|
|
|
|
(363)
|
|
|
|
| Shares withheld related to net share settlement |
(1,899)
|
(1,899)
|
|
|
|
|
|
|
|
| Repurchase and retirement of common stock (in shares) |
|
|
|
|
|
(10,475)
|
|
|
|
| Repurchase and retirement of common stock |
(56,618)
|
(32,587)
|
(24,031)
|
|
|
|
|
|
|
| Share repurchase excise tax |
(481)
|
|
(481)
|
|
|
|
|
|
|
| Net income (loss) |
(9,506)
|
|
(9,506)
|
|
|
|
|
|
|
| Other comprehensive income (loss) |
25
|
|
|
25
|
|
|
|
|
|
| Ending balance (in shares) at Jun. 30, 2025 |
|
|
|
|
|
74,081
|
|
13,225
|
|
| Ending balance at Jun. 30, 2025 |
(65,868)
|
0
|
(65,234)
|
9
|
|
$ 1
|
|
$ 0
|
$ (644)
|
| Ending balance (in shares) at Jun. 30, 2025 |
|
|
|
|
|
|
|
|
(195)
|
| Beginning balance (in shares) at Dec. 31, 2025 |
|
|
|
|
71,372
|
71,372
|
|
13,225
|
|
| Beginning balance at Dec. 31, 2025 |
$ (77,201)
|
0
|
(76,590)
|
32
|
|
$ 1
|
|
$ 0
|
$ (644)
|
| Beginning balance (in shares) at Dec. 31, 2025 |
(195)
|
|
|
|
|
|
|
|
(195)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
|
|
|
| Conversion of Class B common stock to Class A common stock (in shares) |
|
|
|
|
|
144
|
|
(144)
|
|
| Issuance of common stock upon exercise of options (in shares) |
|
|
|
|
|
6
|
|
144
|
|
| Issuance of common stock upon exercise of options |
$ 301
|
301
|
|
|
|
|
|
|
|
| Issuance of common stock upon the vesting and settlement of RSUs (in shares) |
|
|
|
|
|
842
|
|
|
|
| Stock-based compensation |
8,617
|
8,617
|
|
|
|
|
|
|
|
| Shares withheld related to net share settlement (in shares) |
|
|
|
|
|
(376)
|
|
|
|
| Shares withheld related to net share settlement |
(1,066)
|
(1,066)
|
|
|
|
|
|
|
|
| Repurchase and retirement of common stock (in shares) |
|
|
|
|
|
(3,495)
|
|
|
|
| Repurchase and retirement of common stock |
(9,533)
|
(7,852)
|
(1,681)
|
|
|
|
|
|
|
| Share repurchase excise tax |
(82)
|
|
(82)
|
|
|
|
|
|
|
| Net income (loss) |
(4,738)
|
|
(4,738)
|
|
|
|
|
|
|
| Other comprehensive income (loss) |
(62)
|
|
|
(62)
|
|
|
|
|
|
| Ending balance (in shares) at Mar. 31, 2026 |
|
|
|
|
|
68,493
|
|
13,225
|
|
| Ending balance at Mar. 31, 2026 |
(83,764)
|
0
|
(83,091)
|
(30)
|
|
$ 1
|
|
$ 0
|
$ (644)
|
| Ending balance (in shares) at Mar. 31, 2026 |
|
|
|
|
|
|
|
|
(195)
|
| Beginning balance (in shares) at Dec. 31, 2025 |
|
|
|
|
71,372
|
71,372
|
|
13,225
|
|
| Beginning balance at Dec. 31, 2025 |
$ (77,201)
|
0
|
(76,590)
|
32
|
|
$ 1
|
|
$ 0
|
$ (644)
|
| Beginning balance (in shares) at Dec. 31, 2025 |
(195)
|
|
|
|
|
|
|
|
(195)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
|
|
|
| Net income (loss) |
$ 38,687
|
|
|
|
|
|
|
|
|
| Other comprehensive income (loss) |
(33)
|
|
|
|
|
|
|
|
|
| Ending balance (in shares) at Jun. 30, 2026 |
|
|
|
|
69,197
|
69,197
|
13,030
|
13,225
|
|
| Ending balance at Jun. 30, 2026 |
$ (33,813)
|
6,497
|
(39,666)
|
(1)
|
|
$ 1
|
|
$ 0
|
$ (644)
|
| Ending balance (in shares) at Jun. 30, 2026 |
(195)
|
|
|
|
|
|
|
|
(195)
|
| Beginning balance (in shares) at Mar. 31, 2026 |
|
|
|
|
|
68,493
|
|
13,225
|
|
| Beginning balance at Mar. 31, 2026 |
$ (83,764)
|
0
|
(83,091)
|
(30)
|
|
$ 1
|
|
$ 0
|
$ (644)
|
| Beginning balance (in shares) at Mar. 31, 2026 |
|
|
|
|
|
|
|
|
(195)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
|
|
|
|
| Conversion of Class B common stock to Class A common stock (in shares) |
|
|
|
|
|
15
|
|
(15)
|
|
| Issuance of common stock upon exercise of options (in shares) |
|
|
|
|
|
|
|
15
|
|
| Issuance of common stock upon exercise of options |
15
|
15
|
|
|
|
|
|
|
|
| Issuance of common stock upon the vesting and settlement of RSUs (in shares) |
|
|
|
|
|
1,052
|
|
|
|
| Stock-based compensation |
7,683
|
7,683
|
|
|
|
|
|
|
|
| Shares withheld related to net share settlement (in shares) |
|
|
|
|
|
(363)
|
|
|
|
| Shares withheld related to net share settlement |
(1,310)
|
(1,310)
|
|
|
|
|
|
|
|
| Share repurchase excise tax |
109
|
109
|
|
|
|
|
|
|
|
| Net income (loss) |
43,425
|
|
43,425
|
|
|
|
|
|
|
| Other comprehensive income (loss) |
29
|
|
|
29
|
|
|
|
|
|
| Ending balance (in shares) at Jun. 30, 2026 |
|
|
|
|
69,197
|
69,197
|
13,030
|
13,225
|
|
| Ending balance at Jun. 30, 2026 |
$ (33,813)
|
$ 6,497
|
$ (39,666)
|
$ (1)
|
|
$ 1
|
|
$ 0
|
$ (644)
|
| Ending balance (in shares) at Jun. 30, 2026 |
(195)
|
|
|
|
|
|
|
|
(195)
|