v3.26.1
Investments
6 Months Ended
Jun. 30, 2026
Investments [Abstract]  
Investments

Note 3: Investments

Cash equivalents and marketable securities are measured at fair value and within Level 2 in the fair value hierarchy, because we use quoted market prices to the extent available or alternative pricing sources and models utilizing market observable inputs to determine fair value.

The following tables summarize our cash equivalents and marketable securities measured at fair value on a recurring basis (in thousands):

 

As of June 30, 2026

 

 

Fair Value Hierarchy

 

Amortized Cost

 

 

Gross Unrealized Gains

 

 

Gross Unrealized Losses

 

 

Fair Value

 

 

Cash Equivalents

 

 

Marketable Securities

 

Money market funds

Level 2

 

$

27,436

 

 

$

 

 

$

 

 

$

27,436

 

 

$

27,436

 

 

$

 

Time deposits

Level 2

 

 

4,555

 

 

 

1

 

 

 

(5

)

 

 

4,551

 

 

 

 

 

 

4,551

 

Commercial paper

Level 2

 

 

8,286

 

 

 

1

 

 

 

(3

)

 

 

8,284

 

 

 

995

 

 

 

7,289

 

Asset backed securities

Level 2

 

 

1,644

 

 

 

1

 

 

 

(1

)

 

 

1,644

 

 

 

 

 

 

1,644

 

Government bonds

Level 2

 

 

14,040

 

 

 

 

 

 

(4

)

 

 

14,036

 

 

 

 

 

 

14,036

 

Corporate debt securities

Level 2

 

 

79,235

 

 

 

9

 

 

 

(68

)

 

 

79,176

 

 

 

 

 

 

79,176

 

Total

 

 

$

135,196

 

 

$

12

 

 

$

(81

)

 

$

135,127

 

 

$

28,431

 

 

$

106,696

 

 

As of December 31, 2025

 

 

Fair Value Hierarchy

 

Amortized Cost

 

 

Gross Unrealized Gains

 

 

Gross Unrealized Losses

 

 

Fair Value

 

 

Cash Equivalents

 

 

Marketable Securities

 

Money market funds

Level 2

 

$

24,100

 

 

$

 

 

$

 

 

$

24,100

 

 

$

24,100

 

 

$

 

Time deposits

Level 2

 

 

4,300

 

 

 

5

 

 

 

 

 

 

4,305

 

 

 

 

 

 

4,305

 

Commercial paper

Level 2

 

 

23,631

 

 

 

12

 

 

 

(1

)

 

 

23,642

 

 

 

9,191

 

 

 

14,451

 

Asset backed securities

Level 2

 

 

4,663

 

 

 

6

 

 

 

 

 

 

4,669

 

 

 

 

 

 

4,669

 

Government bonds

Level 2

 

 

38,173

 

 

 

18

 

 

 

 

 

 

38,191

 

 

 

7,235

 

 

 

30,956

 

Corporate debt securities

Level 2

 

 

107,008

 

 

 

92

 

 

 

(1

)

 

 

107,099

 

 

 

 

 

 

107,099

 

Total

 

 

$

201,875

 

 

$

133

 

 

$

(2

)

 

$

202,006

 

 

$

40,526

 

 

$

161,480

 

 

The following table shows the fair value of the Company’s cash equivalents and marketable securities, by contractual maturity, as of June 30, 2026 (in thousands):

 

 

June 30, 2026

 

Due in 1 year or less

$

134,032

 

Due in 1 year through 5 years

 

1,095

 

Total

$

135,127

 

 

The following table shows fair values and gross unrealized losses recorded to accumulated other comprehensive income, aggregated by category and the length of time that individual securities have been in a continuous loss position (in thousands):

 

As of June 30, 2026

 

 

Less than 12 months

 

 

12 Months or Greater

 

 

Total

 

 

Fair Value

 

 

Unrealized Loss

 

 

Fair Value

 

 

Unrealized Loss

 

 

Fair Value

 

 

Unrealized Loss

 

Time deposits

$

2,330

 

 

$

(5

)

 

$

 

 

$

 

 

$

2,330

 

 

$

(5

)

Commercial paper

 

2,411

 

 

 

(3

)

 

 

 

 

 

 

 

 

2,411

 

 

 

(3

)

Asset backed securities

 

1,282

 

 

 

(1

)

 

 

 

 

 

 

 

 

1,282

 

 

 

(1

)

Government bonds

 

14,035

 

 

 

(4

)

 

 

 

 

 

 

 

 

14,035

 

 

 

(4

)

Corporate debt securities

 

59,910

 

 

 

(68

)

 

 

 

 

 

 

 

 

59,910

 

 

 

(68

)

Total

$

79,968

 

 

$

(81

)

 

$

 

 

$

 

 

$

79,968

 

 

$

(81

)

 

As of December 31, 2025

 

 

Less than 12 months

 

 

12 Months or Greater

 

 

Total

 

 

Fair Value

 

 

Unrealized Loss

 

 

Fair Value

 

 

Unrealized Loss

 

 

Fair Value

 

 

Unrealized Loss

 

Commercial paper

$

965

 

 

$

(1

)

 

$

 

 

$

 

 

$

965

 

 

$

(1

)

Asset backed securities

 

1,082

 

 

 

 

 

 

 

 

 

 

 

 

1,082

 

 

 

 

Corporate debt securities

 

3,565

 

 

 

(1

)

 

 

 

 

 

 

 

 

3,565

 

 

 

(1

)

Total

$

5,612

 

 

$

(2

)

 

$

 

 

$

 

 

$

5,612

 

 

$

(2

)

 

The Company holds debt securities of companies with high credit quality and has determined that there was no material change in the credit risk of its debt securities during the three and six months ended June 30, 2026 and 2025. As such, the Company has not recognized an allowance for credit losses related to our marketable debt securities during the three and six months ended June 30, 2026 and 2025. As of June 30, 2026, there were 83 investment positions that were in an unrealized loss position.