v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY - USD ($)
$ in Thousands
Total
Common Stock
Additional Paid-in Capital
Accumulated Other Comprehensive Income (Loss)
Retained Earnings (Accumulated Deficit)
Beginning balance (in shares) at Dec. 31, 2024   135,348,453      
Beginning balance at Dec. 31, 2024 $ 575,377 $ 14 $ 653,575 $ 264 $ (78,476)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares)   163,495      
Issuance of common stock upon exercise of stock options 653   653    
Stock-based compensation expense 30,410   30,410    
Issuance of common stock for settlement of RSUs (in shares)   1,958,825      
Tides Foundation common stock warrant expense 375   375    
Issuance of common stock in connection with employee stock purchase plan (in shares)   279,537      
Issuance of common stock in connection with employee stock purchase plan 2,199   2,199    
Repurchase of common stock, including excise tax (in shares)   (5,244,279)      
Repurchase of common stock, including excise tax (71,276) $ (1) (71,275)    
Unrealized gain (loss) on marketable securities 460     460  
Net income 70,456       70,456
Ending balance (in shares) at Jun. 30, 2025   132,506,031      
Ending balance at Jun. 30, 2025 608,654 $ 13 615,937 724 (8,020)
Beginning balance (in shares) at Mar. 31, 2025   134,048,900      
Beginning balance at Mar. 31, 2025 594,342 $ 13 634,527 548 (40,746)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares)   417      
Issuance of common stock upon exercise of stock options 1   1    
Stock-based compensation expense 17,073   17,073    
Issuance of common stock for settlement of RSUs (in shares)   1,089,684      
Tides Foundation common stock warrant expense 187   187    
Issuance of common stock in connection with employee stock purchase plan (in shares)   279,537      
Issuance of common stock in connection with employee stock purchase plan 2,199   2,199    
Repurchase of common stock, including excise tax (in shares)   (2,912,507)      
Repurchase of common stock, including excise tax (38,050)   (38,050)    
Unrealized gain (loss) on marketable securities 176     176  
Net income 32,726       32,726
Ending balance (in shares) at Jun. 30, 2025   132,506,031      
Ending balance at Jun. 30, 2025 $ 608,654 $ 13 615,937 724 (8,020)
Beginning balance (in shares) at Dec. 31, 2025 130,545,236 130,545,236      
Beginning balance at Dec. 31, 2025 $ 630,315 $ 13 592,599 754 36,949
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares)   224,125      
Issuance of common stock upon exercise of stock options 769   769    
Stock-based compensation expense 32,652   32,652    
Issuance of common stock for settlement of RSUs (in shares)   2,074,689      
Tides Foundation common stock warrant expense 375   375    
Issuance of common stock in connection with employee stock purchase plan (in shares)   239,586      
Issuance of common stock in connection with employee stock purchase plan 1,646   1,646    
Repurchase of common stock, including excise tax (in shares)   (8,286,050)      
Repurchase of common stock, including excise tax (110,563) $ (1) (110,562)    
Unrealized gain (loss) on marketable securities (793)     (793)  
Net income $ 56,865       56,865
Ending balance (in shares) at Jun. 30, 2026 124,797,586 124,797,586      
Ending balance at Jun. 30, 2026 $ 611,266 $ 12 517,479 (39) 93,814
Beginning balance (in shares) at Mar. 31, 2026   123,574,974      
Beginning balance at Mar. 31, 2026 569,627 $ 12 501,066 139 68,410
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares)   203,625      
Issuance of common stock upon exercise of stock options 686   686    
Stock-based compensation expense 15,650   15,650    
Issuance of common stock for settlement of RSUs (in shares)   943,711      
Tides Foundation common stock warrant expense 187   187    
Issuance of common stock in connection with employee stock purchase plan (in shares)   239,586      
Issuance of common stock in connection with employee stock purchase plan 1,646   1,646    
Repurchase of common stock, including excise tax (in shares)   (164,310)      
Repurchase of common stock, including excise tax (1,756)   (1,756)    
Unrealized gain (loss) on marketable securities (178)     (178)  
Net income $ 25,404       25,404
Ending balance (in shares) at Jun. 30, 2026 124,797,586 124,797,586      
Ending balance at Jun. 30, 2026 $ 611,266 $ 12 $ 517,479 $ (39) $ 93,814