v3.26.3
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 and common stock warrants (in shares)   208,398      
Issuance of common stock upon exercise of stock options and common stock warrants 729   729    
Stock-based compensation expense 51,290   51,290    
Issuance of common stock for settlement of RSUs (in shares)   2,903,878      
Tides Foundation common stock warrant expense 563   563    
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)   (7,346,272)      
Repurchase of common stock, including excise tax (102,426) $ (1) (102,425)    
Unrealized gain (loss) on marketable securities 603     603  
Net income 99,791       99,791
Ending balance (in shares) at Sep. 30, 2025   131,393,994      
Ending balance at Sep. 30, 2025 628,126 $ 13 605,931 867 21,315
Beginning balance (in shares) at Jun. 30, 2025   132,506,031      
Beginning balance at Jun. 30, 2025 608,654 $ 13 615,937 724 (8,020)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options and common stock warrants (in shares)   44,903      
Issuance of common stock upon exercise of stock options and common stock warrants 75   75    
Stock-based compensation expense 20,880   20,880    
Issuance of common stock for settlement of RSUs (in shares)   945,053      
Tides Foundation common stock warrant expense 188   188    
Repurchase of common stock, including excise tax (in shares)   (2,101,993)      
Repurchase of common stock, including excise tax (31,149)   (31,149)    
Unrealized gain (loss) on marketable securities 143     143  
Net income 29,335       29,335
Ending balance (in shares) at Sep. 30, 2025   131,393,994      
Ending balance at Sep. 30, 2025 $ 628,126 $ 13 605,931 867 21,315
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)   231,625      
Issuance of common stock upon exercise of stock options 793   793    
Stock-based compensation expense 43,510   43,510    
Issuance of common stock for settlement of RSUs (in shares)   2,959,913      
Issuance of common stock for settlement of RSUs 1 $ 1      
Tides Foundation common stock warrant expense 563   563    
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 (110,479) $ (1) (110,478)    
Unrealized gain (loss) on marketable securities (999)     (999)  
Net income $ 88,675       88,675
Ending balance (in shares) at Sep. 30, 2026 125,690,310 125,690,310      
Ending balance at Sep. 30, 2026 $ 654,025 $ 13 528,633 (245) 125,624
Beginning balance (in shares) at Jun. 30, 2026   124,797,586      
Beginning balance at Jun. 30, 2026 611,266 $ 12 517,479 (39) 93,814
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon exercise of stock options (in shares)   7,500      
Issuance of common stock upon exercise of stock options 24   24    
Stock-based compensation expense 10,858   10,858    
Issuance of common stock for settlement of RSUs (in shares)   885,224      
Issuance of common stock for settlement of RSUs 1 $ 1      
Tides Foundation common stock warrant expense 188   188    
Excise tax on repurchases of common stock 84   84    
Unrealized gain (loss) on marketable securities (206)     (206)  
Net income $ 31,810       31,810
Ending balance (in shares) at Sep. 30, 2026 125,690,310 125,690,310      
Ending balance at Sep. 30, 2026 $ 654,025 $ 13 $ 528,633 $ (245) $ 125,624