For the three and nine months ended September 30, 2026, there were no significant changes to the Company’s 2012 Employee, Director and Consultant Equity Incentive Plan, as amended, and the Company’s Amended and Restated 2020 Equity Incentive Plan (the "2020 Plan"). On January 1, 2026, pursuant to the terms of the 2020 Plan, the number of shares reserved for issuance was increased automatically by 4% of the number of outstanding shares of common stock as of January 1, 2026.


			Number of Options
Outstanding at December 31, 2025			5,551,227
Granted			—
Exercised			(1,900,084)
Forfeited			(1,762,728)
Outstanding at September 30, 2026			1,888,415

Generally, each award vests based on continued service per the award agreement. The grant date fair value of the award is recognized as stock-based compensation expense over the requisite service period. The grant date fair value was determined using similar methods and assumptions as those previously disclosed by the Company.


			Number of RSUs
Outstanding at December 31, 2025			21,538,563
Granted			8,276,038
Vested			(10,377,306)
Forfeited			(2,800,515)
Outstanding at September 30, 2026			16,636,780

Generally, each award vests based on continued service per the award agreement. The grant date fair value of the award is recognized as stock-based compensation expense over the requisite service period. The grant date fair value was determined based on the fair market value of the Company’s Class A common stock on the grant date.

Included in the table above are market-based RSUs granted between 2023 and 2025 that include a service condition. The market-based conditions for these awards are objective metrics related to the Company’s stock price defined in the award agreements. The service condition for these awards is satisfied by providing service to the Company through the achievement date of the market-based conditions. The grant date fair value of the awards is recognized as stock-based compensation expense over the derived service period. The grant date fair value and derived service period were determined by using a Monte Carlo simulation with similar assumptions as those previously disclosed by the Company.

During the third quarter of 2026, certain service-based RSUs of an external consultant had their vesting accelerated by one year. In total, 0.7 million RSUs had their vesting accelerated. For the three and nine months ended September 30, 2026, the incremental stock-based compensation expense resulting from the acceleration was $0.9 million.

For the three and nine months ended September 30, 2026, there were no significant changes to the Company’s 2024 Employee Stock Purchase Plan (the “ESPP”). On January 1, 2026, pursuant to the terms of the ESPP, the number of shares reserved for issuance was increased automatically by 1% of the number of shares of common stock issued and outstanding on December 31, 2023.

No shares of common stock were issued under the ESPP during the three months ended September 30, 2026 and 2025. 1.3 million and 1.1 million shares of common stock were issued under the ESPP during the nine months ended September 30, 2026 and 2025, respectively.


	Three months ended September 30,				Nine months ended September 30,
	2026		2025		2026		2025
Cost of revenue – software and other services	$	104	$	100	$	381	$	100
Research and development	2,077		1,370		5,553		5,066
Sales and marketing	1,618		1,202		5,069		4,998
General and administrative	2,933		2,253		8,309		6,910
Total stock-based compensation expense	$	6,732	$	4,925	$	19,312	$	17,074