v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Class A and B Common Stock
Additional Paid-In Capital
Retained Earnings (Accumulated Deficit)
Balance at beginning of period (in shares) at Dec. 31, 2024   496,101    
Balance at beginning of period at Dec. 31, 2024 $ 2,949,145   $ 2,594,896 $ 354,249
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Exercise of common stock options (in shares)   597    
Exercise of common stock options 6,478   6,478  
Issuance of restricted stock, net of forfeitures and shares withheld for taxes (in shares)   782    
Issuance of restricted stock, net of forfeitures and shares withheld for taxes (29,457)   (29,457)  
Issuance of common stock relating to business acquisition (in shares)   127    
Issuance of common stock relating to business acquisition 10,299   10,299  
Repurchases of Class A common stock (in shares)   (6,288)    
Repurchases of Class A common stock (400,409)     (400,409)
Stock-based compensation 129,950   129,950  
Net income 50,678     50,678
Balance at end of period (in shares) at Mar. 31, 2025   491,319    
Balance at end of period at Mar. 31, 2025 2,716,684   2,712,166 4,518
Balance at beginning of period (in shares) at Dec. 31, 2024   496,101    
Balance at beginning of period at Dec. 31, 2024 2,949,145   2,594,896 354,249
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Net income 140,807      
Balance at end of period (in shares) at Jun. 30, 2025   489,898    
Balance at end of period at Jun. 30, 2025 2,695,833   2,858,189 (162,356)
Balance at beginning of period (in shares) at Mar. 31, 2025   491,319    
Balance at beginning of period at Mar. 31, 2025 2,716,684   2,712,166 4,518
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Exercise of common stock options (in shares)   410    
Exercise of common stock options 8,261   8,261  
Issuance of restricted stock, net of forfeitures and shares withheld for taxes (in shares)   1,292    
Issuance of restricted stock, net of forfeitures and shares withheld for taxes (27,591)   (27,591)  
Issuance of common stock under employee stock purchase plan (in shares)   625    
Issuance of common stock under employee stock purchase plan 34,531   34,531  
Repurchases of Class A common stock (in shares)   (3,748)    
Repurchases of Class A common stock (257,003)     (257,003)
Stock-based compensation 130,822   130,822  
Net income 90,129     90,129
Balance at end of period (in shares) at Jun. 30, 2025   489,898    
Balance at end of period at Jun. 30, 2025 2,695,833   2,858,189 (162,356)
Balance at beginning of period (in shares) at Dec. 31, 2025   475,923    
Balance at beginning of period at Dec. 31, 2025 2,484,391   3,075,303 (590,912)
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Exercise of common stock options (in shares)   346    
Exercise of common stock options 3,046   3,046  
Issuance of restricted stock, net of forfeitures and shares withheld for taxes (in shares)   1,830    
Issuance of restricted stock, net of forfeitures and shares withheld for taxes (10,649)   (10,649)  
Repurchases of Class A common stock (in shares)   (7,100)    
Repurchases of Class A common stock (174,035)     (174,035)
Stock-based compensation 110,736   110,736  
Net income 39,997     39,997
Balance at end of period (in shares) at Mar. 31, 2026   470,999    
Balance at end of period at Mar. 31, 2026 2,453,486   3,178,436 (724,950)
Balance at beginning of period (in shares) at Dec. 31, 2025   475,923    
Balance at beginning of period at Dec. 31, 2025 2,484,391   3,075,303 (590,912)
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Net income 104,391      
Balance at end of period (in shares) at Jun. 30, 2026   469,641    
Balance at end of period at Jun. 30, 2026 2,574,352   3,293,840 (719,488)
Balance at beginning of period (in shares) at Mar. 31, 2026   470,999    
Balance at beginning of period at Mar. 31, 2026 2,453,486   3,178,436 (724,950)
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Exercise of common stock options (in shares)   254    
Exercise of common stock options 1,599   1,599  
Issuance of restricted stock, net of forfeitures and shares withheld for taxes (in shares)   423    
Issuance of restricted stock, net of forfeitures and shares withheld for taxes (10,169)   (10,169)  
Issuance of common stock under employee stock purchase plan (in shares)   665    
Issuance of common stock under employee stock purchase plan 11,929   11,929  
Repurchases of Class A common stock (in shares)   (2,700)    
Repurchases of Class A common stock (58,932)     (58,932)
Stock-based compensation 112,045   112,045  
Net income 64,394     64,394
Balance at end of period (in shares) at Jun. 30, 2026   469,641    
Balance at end of period at Jun. 30, 2026 $ 2,574,352   $ 3,293,840 $ (719,488)