v3.26.1
Condensed Consolidated Statements of Stockholders' Equity (unaudited) - USD ($)
$ in Thousands
Total
Class A and Class B common stock
Additional Paid-in Capital
Common Stock
Class A and Class B common stock
Accumulated other comprehensive loss
Accumulated Deficit
Beginning balance at Dec. 31, 2024 $ 296,556   $ 754,398 $ 1 $ 6 $ (457,849)
Beginning balance, Shares at Dec. 31, 2024   129,188,000        
Stock-based compensation expense 21,355   21,355      
Exercise of stock options 1,529   1,529      
Exercise of stock options, Shares   534,000        
Vesting of restricted stock units, Shares   1,805,000        
Tax withholding on net share settlement of restricted stock units (8,069)   (8,069)      
Tax withholding on net share settlement of restricted stock units, shares   (670,000)        
Net Income (Loss) (22,231)         (22,231)
Other comprehensive income (loss), net 320       320  
Ending balance at Mar. 31, 2025 289,460   769,213 1 326 (480,080)
Ending balance, Shares at Mar. 31, 2025   130,857,000        
Beginning balance at Dec. 31, 2024 296,556   754,398 1 6 (457,849)
Beginning balance, Shares at Dec. 31, 2024   129,188,000        
Repurchase of common stock (2,537)          
Net Income (Loss) (46,899)          
Ending balance at Jun. 30, 2025 279,504   783,905 1 346 (504,748)
Ending balance, Shares at Jun. 30, 2025   132,478,000        
Beginning balance at Mar. 31, 2025 289,460   769,213 1 326 (480,080)
Beginning balance, Shares at Mar. 31, 2025   130,857,000        
Stock-based compensation expense 25,633   25,633      
Exercise of stock options 591   591      
Exercise of stock options, Shares   149,000        
Vesting of restricted stock units, Shares   2,347,000        
Issuance of common stock under employee share purchase plan, Shares   208,000        
Issuance of common stock under employee stock purchase plan 1,682   1,682      
Tax withholding on net share settlement of restricted stock units (10,677)   (10,677)      
Tax withholding on net share settlement of restricted stock units, shares   (879,000)        
Repurchase of common stock, shares   (204,000)        
Repurchase of common stock (2,537)   (2,537)      
Net Income (Loss) (24,668)         (24,668)
Other comprehensive income (loss), net 20       20  
Ending balance at Jun. 30, 2025 279,504   783,905 1 346 (504,748)
Ending balance, Shares at Jun. 30, 2025   132,478,000        
Beginning balance at Dec. 31, 2025 245,346   791,146 1 589 (546,390)
Beginning balance, Shares at Dec. 31, 2025   134,033,000        
Stock-based compensation expense 20,773   20,773      
Forfeiture of unvested shares issued in connection with acquisition   (258,000)        
Exercise of stock options 459   459      
Exercise of stock options, Shares   377,000        
Vesting of restricted stock units, Shares   1,924,000        
Tax withholding on net share settlement of restricted stock units (4,674)   (4,674)      
Tax withholding on net share settlement of restricted stock units, shares   (737,000)        
Tax on share repurchases (123)          
Repurchase of common stock, shares   (2,755,000)        
Repurchase of common stock (20,728)   (20,728)      
Net Income (Loss) (23,274)         (23,274)
Other comprehensive income (loss), net (474)       (474)  
Ending balance at Mar. 31, 2026 217,305   786,853 1 115 (569,664)
Ending balance, Shares at Mar. 31, 2026   132,584,000        
Beginning balance at Dec. 31, 2025 $ 245,346   791,146 1 589 (546,390)
Beginning balance, Shares at Dec. 31, 2025   134,033,000        
Exercise of stock options, Shares 491,688          
Repurchase of common stock $ (89,461)          
Net Income (Loss) (57,891)          
Ending balance at Jun. 30, 2026 136,198   740,615 1 (137) (604,281)
Ending balance, Shares at Jun. 30, 2026   124,812,000        
Beginning balance at Mar. 31, 2026 217,305   786,853 1 115 (569,664)
Beginning balance, Shares at Mar. 31, 2026   132,584,000        
Stock-based compensation expense 27,197   27,197      
Exercise of stock options 421   421      
Exercise of stock options, Shares   114,000        
Vesting of restricted stock units, Shares   2,994,000        
Issuance of common stock under employee share purchase plan, Shares   441,000        
Issuance of common stock under employee stock purchase plan 2,318   2,318      
Tax withholding on net share settlement of restricted stock units (6,901)   (6,901)      
Tax withholding on net share settlement of restricted stock units, shares   (1,136,000)        
Tax on share repurchases (540)          
Repurchase of common stock, shares   (10,185,000)        
Repurchase of common stock (68,733)   (68,733)      
Net Income (Loss) (34,617)         (34,617)
Other comprehensive income (loss), net (252)       (252)  
Ending balance at Jun. 30, 2026 $ 136,198   $ 740,615 $ 1 $ (137) $ (604,281)
Ending balance, Shares at Jun. 30, 2026   124,812,000