v3.26.3
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-in Capital
Accumulated Other Comprehensive Income (Loss)
Accumulated Deficit
Beginning balance (in shares) at Dec. 31, 2024   303,382      
Beginning balance at Dec. 31, 2024 $ 1,137,921 $ 3 $ 4,874,133 $ (338) $ (3,735,877)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon vesting and settlement of restricted stock units, net of shares withheld for taxes (in shares)   4,751      
Issuance of common stock upon vesting and settlement of restricted stock units, net of shares withheld for taxes (45,479)   (45,479)    
Issuance of common stock upon exercise of stock options (in shares)   226      
Issuance of common stock upon exercise of stock options 74   74    
Issuance of common stock under employee stock purchase plan, net of shares withheld and retired for taxes (in shares)   281      
Issuance of common stock under employee stock purchase plan, net of shares withheld and retired for taxes 3,307   3,307    
Repurchase and retirement of common stock, including excise tax (in shares)   (26,896)      
Repurchase and retirement of common stock, including excise tax (387,409)   (387,409)    
Stock-based compensation 152,155   152,155    
Other comprehensive income (loss) (1,360)     (1,360)  
Net income (loss) (7,723)       (7,723)
Ending balance (in shares) at Sep. 30, 2025   281,744      
Ending balance at Sep. 30, 2025 851,486 $ 3 4,596,781 (1,698) (3,743,600)
Beginning balance (in shares) at Jun. 30, 2025   292,042      
Beginning balance at Jun. 30, 2025 984,642 $ 3 4,723,457 102 (3,738,920)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon vesting and settlement of restricted stock units, net of shares withheld for taxes (in shares)   1,648      
Issuance of common stock upon vesting and settlement of restricted stock units, net of shares withheld for taxes (15,087)   (15,087)    
Issuance of common stock upon exercise of stock options (in shares)   37      
Issuance of common stock upon exercise of stock options 12   12    
Repurchase and retirement of common stock, including excise tax (in shares)   (11,983)      
Repurchase and retirement of common stock, including excise tax (160,749)   (160,749)    
Stock-based compensation 49,148   49,148    
Other comprehensive income (loss) (1,800)     (1,800)  
Net income (loss) (4,680)       (4,680)
Ending balance (in shares) at Sep. 30, 2025   281,744      
Ending balance at Sep. 30, 2025 851,486 $ 3 4,596,781 (1,698) (3,743,600)
Beginning balance (in shares) at Dec. 31, 2025   283,427      
Beginning balance at Dec. 31, 2025 1,032,650 $ 3 4,586,392 (1,591) (3,552,154)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon vesting and settlement of restricted stock units, net of shares withheld for taxes (in shares)   4,727      
Issuance of common stock upon vesting and settlement of restricted stock units, net of shares withheld for taxes $ (28,971)   (28,971)    
Issuance of common stock upon exercise of stock options (in shares) 4 4      
Issuance of common stock upon exercise of stock options $ 2   2    
Issuance of common stock under employee stock purchase plan, net of shares withheld and retired for taxes (in shares)   403      
Issuance of common stock under employee stock purchase plan, net of shares withheld and retired for taxes 3,061   3,061    
Repurchase and retirement of common stock, including excise tax (in shares)   (26,781)      
Repurchase and retirement of common stock, including excise tax (233,504)   (233,504)    
Stock-based compensation 124,302   124,302    
Other comprehensive income (loss) 136     136  
Net income (loss) 16,725       16,725
Ending balance (in shares) at Sep. 30, 2026   261,780      
Ending balance at Sep. 30, 2026 914,401 $ 3 4,451,282 (1,455) (3,535,429)
Beginning balance (in shares) at Jun. 30, 2026   262,810      
Beginning balance at Jun. 30, 2026 895,943 $ 3 4,451,395 (1,730) (3,553,725)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon vesting and settlement of restricted stock units, net of shares withheld for taxes (in shares)   1,707      
Issuance of common stock upon vesting and settlement of restricted stock units, net of shares withheld for taxes (12,070)   (12,070)    
Repurchase and retirement of common stock, including excise tax (in shares)   (2,737)      
Repurchase and retirement of common stock, including excise tax (27,372)   (27,372)    
Stock-based compensation 39,329   39,329    
Other comprehensive income (loss) 275     275  
Net income (loss) 18,296       18,296
Ending balance (in shares) at Sep. 30, 2026   261,780      
Ending balance at Sep. 30, 2026 $ 914,401 $ 3 $ 4,451,282 $ (1,455) $ (3,535,429)