Equity-based compensation (Tables)
|
6 Months Ended |
Jul. 31, 2026 |
|---|
| Share-Based Payment Arrangement [Abstract] |
|
| Schedule of Stock - Based Compensation by Type of Award |
The following table sets forth stock-based compensation by type of award: | | | | | | | | | | | | | | | | | | | | | | | | | Three months ended
July 31, | | Six months ended
July 31, | | 2026 | | 2025 | | 2026 | | 2025 | | RSUs | $ | 5,378 | | | $ | 9,466 | | | $ | 12,842 | | | $ | 19,057 | | | PSUs | 4,489 | | | 4,271 | | | 8,814 | | | 8,626 | | | Liability awards | 2,134 | | | 2,590 | | | 4,010 | | | 5,926 | | | ESPP | 112 | | | 223 | | | 343 | | | 498 | | | Total stock-based compensation | $ | 12,113 | | | $ | 16,550 | | | $ | 26,009 | | | $ | 34,107 | |
|
| Schedule of Stock-Based Compensation in Financial Statements |
The following table sets forth the presentation of stock-based compensation in the Company's consolidated financial statements: | | | | | | | | | | | | | | | | | | | | | | | | | Three months ended
July 31, | | Six months ended
July 31, | | 2026 | | 2025 | | 2026 | | 2025 | | Stock-based compensation expense recorded to additional paid-in capital | $ | 9,979 | | | $ | 13,960 | | | $ | 21,999 | | | $ | 28,181 | | | Stock-based compensation expense recorded to accrued expenses | 2,134 | | | 2,590 | | | 4,010 | | | 5,926 | | | Total stock-based compensation | $ | 12,113 | | | $ | 16,550 | | | $ | 26,009 | | | $ | 34,107 | | | Less: stock-based compensation expense capitalized as internal-use software | (238) | | | (320) | | | $ | (580) | | | $ | (652) | | | Stock-based compensation expense per consolidated statements of operations | $ | 11,875 | | | $ | 16,230 | | | $ | 25,429 | | | $ | 33,455 | |
|
| Schedule of Restricted Stock Unit Activity |
RSUs granted to settle bonus awards are included in RSUs granted and vested in the table below. See section (g) Liability awards below for additional information regarding share-settled bonus awards. | | | | | | | Restricted stock units | Unvested, January 31, 2026 | 3,492,962 | | Granted in six months ended July 31, 2026 | 1,067,797 | | | Vested | (1,396,847) | | Forfeited | (377,299) | | Unvested, July 31, 2026(1) | 2,786,613 | | (1) Includes 3,481 awards granted pursuant to the 2023 Inducement Award Plan. |
|
| Schedule of Stock Option Activity |
Stock option activity for the six months ended July 31, 2026 is as follows: | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Number of
options | | Weighted-
average
exercise price | | Weighted-
average
remaining
contractual life
(in years) | | Aggregate
Intrinsic
value | Outstanding, January 31, 2026 | | 660,216 | | | $ | 7.84 | | | | | | Granted in six months ended July 31, 2026 | | — | | | $ | — | | | | | | | Exercised | | (18,723) | | | $ | 7.09 | | | | | | | Forfeited and expired | | (1,288) | | | $ | 9.14 | | | | | | Outstanding and expected to vest, July 31, 2026 | | 640,205 | | | $ | 7.86 | | | 2.30 | | $ | 1,995 | | Exercisable, July 31, 2026 | | 640,205 | | | $ | 7.86 | | | 2.30 | | $ | 1,995 | |
|
| Schedule of Market-Based Performance Stock Unit Activity |
Market-based PSU activity for the six months ended July 31, 2026 was as follows:
| | | | | | | Performance stock units | Outstanding, January 31, 2026 | 1,348,269 | | Granted in six months ended July 31, 2026 | 75,000 | | | Vested | — | | | Forfeited and expired | — | | Outstanding, July 31, 2026 | 1,423,269 | |
|