v3.26.1
Unaudited Condensed Consolidated Statements of Stockholders' Equity - USD ($)
$ in Thousands
Total
Class A Common Stock
Class B Common Stock
Common Stock
Class A Common Stock
Common Stock
Class B Common Stock
Additional Paid-in Capital
Retained Earnings
Accumulated Other Comprehensive Income
Beginning balance at Dec. 31, 2024 $ 541,689     $ 89 $ 15 $ 169,013 $ 375,119 $ (2,547)
Beginning balance, Shares at Dec. 31, 2024       89,002,571 14,986,745      
Consolidated net income 39,045           39,045  
Stock–based compensation expense 14,538         14,538    
Issuance of common stock upon exercise of stock options 394         394    
Issuance of common stock upon exercise of stock options, Shares       16,426        
Issuance of common stock upon vesting of restricted stock units, Shares       715,951        
Withholding taxes on net share settlements of restricted stock units (8,987)         (8,987)    
Withholding taxes on net share settlements of restricted stock units, Shares       (251,366)        
Repurchase of common stock (185,867)     $ (6)   (168,183) (17,678)  
Repurchase of common stock, Shares       (5,919,435)        
Conversion of common stock       $ 1 $ (1)      
Conversion of common stock, shares issued       770,495 (770,495)      
Foreign currency translation adjustment 1,238             1,238
Ending balance at Mar. 31, 2025 402,050     $ 84 $ 14 6,775 396,486 (1,309)
Ending balance, Shares at Mar. 31, 2025       84,334,642 14,216,250      
Beginning balance at Dec. 31, 2024 541,689     $ 89 $ 15 169,013 375,119 (2,547)
Beginning balance, Shares at Dec. 31, 2024       89,002,571 14,986,745      
Repurchase of common stock   $ (184,500)            
Foreign currency translation adjustment 3,917              
Ending balance at Jun. 30, 2025 435,477     $ 85 $ 14 15,366 418,642 1,370
Ending balance, Shares at Jun. 30, 2025       84,738,943 14,216,250      
Beginning balance at Mar. 31, 2025 402,050     $ 84 $ 14 6,775 396,486 (1,309)
Beginning balance, Shares at Mar. 31, 2025       84,334,642 14,216,250      
Consolidated net income 22,343           22,343  
Stock–based compensation expense 14,883         14,883    
Issuance of common stock upon exercise of stock options 10         10    
Issuance of common stock upon exercise of stock options, Shares       1,500        
Issuance of common stock upon vesting of restricted stock units       $ 1   (1)    
Issuance of common stock upon vesting of restricted stock units, Shares       630,591        
Withholding taxes on net share settlements of restricted stock units (6,343)         (6,343)    
Withholding taxes on net share settlements of restricted stock units, Shares       (216,786)        
Repurchase of common stock (145) $ (300)       42 (187)  
Repurchase of common stock, Shares       (11,004)        
Foreign currency translation adjustment 2,679             2,679
Ending balance at Jun. 30, 2025 435,477     $ 85 $ 14 15,366 418,642 1,370
Ending balance, Shares at Jun. 30, 2025       84,738,943 14,216,250      
Beginning balance at Dec. 31, 2025 374,198     $ 81 $ 14 10,297 362,380 1,426
Beginning balance, Shares at Dec. 31, 2025   80,667,475 14,216,250 80,667,475 14,216,250      
Consolidated net income 32,228           32,228  
Stock–based compensation expense 14,806         14,806    
Issuance of common stock upon exercise of stock options 55         55    
Issuance of common stock upon exercise of stock options, Shares       8,053        
Issuance of common stock upon vesting of restricted stock units, Shares       519,758        
Withholding taxes on net share settlements of restricted stock units (6,566)         (6,566)    
Withholding taxes on net share settlements of restricted stock units, Shares       (179,965)        
Repurchase of common stock (176,614)     $ (5)   (11,816) (164,793)  
Repurchase of common stock, Shares       (5,341,712)        
Foreign currency translation adjustment (979)             (979)
Ending balance at Mar. 31, 2026 237,128     $ 76 $ 14 6,776 229,815 447
Ending balance, Shares at Mar. 31, 2026       75,673,609 14,216,250      
Beginning balance at Dec. 31, 2025 374,198     $ 81 $ 14 10,297 362,380 1,426
Beginning balance, Shares at Dec. 31, 2025   80,667,475 14,216,250 80,667,475 14,216,250      
Repurchase of common stock   $ (204,200)            
Foreign currency translation adjustment (1,300)              
Ending balance at Jun. 30, 2026 264,356     $ 76 $ 14 6,764 257,376 126
Ending balance, Shares at Jun. 30, 2026   75,571,320 13,763,613 75,571,320 13,763,613      
Beginning balance at Mar. 31, 2026 237,128     $ 76 $ 14 6,776 229,815 447
Beginning balance, Shares at Mar. 31, 2026       75,673,609 14,216,250      
Consolidated net income 49,193           49,193  
Stock–based compensation expense 14,743         14,743    
Issuance of common stock upon vesting of restricted stock units       $ 1   (1)    
Issuance of common stock upon vesting of restricted stock units, Shares       601,460        
Withholding taxes on net share settlements of restricted stock units (7,020)         (7,020)    
Withholding taxes on net share settlements of restricted stock units, Shares       (209,415)        
Repurchase of common stock (29,367) $ (29,200)   $ (1)   (7,734) (21,632)  
Repurchase of common stock, Shares       (946,971)        
Conversion of common stock, shares issued       452,637 (452,637)      
Foreign currency translation adjustment (321)             (321)
Ending balance at Jun. 30, 2026 $ 264,356     $ 76 $ 14 $ 6,764 $ 257,376 $ 126
Ending balance, Shares at Jun. 30, 2026   75,571,320 13,763,613 75,571,320 13,763,613