v3.26.3
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY - USD ($)
$ in Thousands
Total
Common stock and paid-in capital
Accumulated deficit
Accumulated other comprehensive income (loss)
Balance, beginning of period at Dec. 31, 2024   $ 1,084,574 $ (245,206) $ (6,352)
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Issuance of common stock from exercise of equity awards   5,369    
Payment of withholding taxes related to net share settlement of equity awards   (16,653)    
Stock-based compensation expense   160,998    
Repurchase of common stock     (129,957)  
Net income $ 133,420   133,420  
Excise tax on net stock repurchases     (840)  
Foreign currency translation adjustments 6,168     6,168
Change in net unrealized gain (loss) on marketable securities, net of tax       3,501
Balance, end of period at Sep. 30, 2025 995,022 1,234,288 (242,583) 3,317
Balance, beginning of period at Jun. 30, 2025   1,184,498 (309,221) 5,360
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Payment of withholding taxes related to net share settlement of equity awards   (1,679)    
Stock-based compensation expense   51,469    
Net income 66,638   66,638  
Foreign currency translation adjustments (3,636)     (3,636)
Change in net unrealized gain (loss) on marketable securities, net of tax       1,593
Balance, end of period at Sep. 30, 2025 995,022 1,234,288 (242,583) 3,317
Balance, beginning of period at Dec. 31, 2025 1,087,023 1,289,165 (203,896) 1,754
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Issuance of common stock from exercise of equity awards   4,171    
Payment of withholding taxes related to net share settlement of equity awards   (23,937)    
Stock-based compensation expense   135,588    
Net income 52,060   52,060  
Foreign currency translation adjustments (7,938)     (7,938)
Change in net unrealized gain (loss) on marketable securities, net of tax       (4,931)
Balance, end of period at Sep. 30, 2026 1,242,036 1,404,987 (151,836) (11,115)
Balance, beginning of period at Jun. 30, 2026   1,364,655 (175,223) (7,596)
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Payment of withholding taxes related to net share settlement of equity awards   (2,711)    
Stock-based compensation expense   43,043    
Net income 23,387   23,387  
Foreign currency translation adjustments (1,479)     (1,479)
Change in net unrealized gain (loss) on marketable securities, net of tax       (2,040)
Balance, end of period at Sep. 30, 2026 $ 1,242,036 $ 1,404,987 $ (151,836) $ (11,115)