v3.26.3
Condensed Consolidated Statement of Stockholders' Equity - USD ($)
$ in Thousands
Total
Common stock [Member]
Common stock Class A [Member]
Common stock [Member]
Common stock Class V [Member]
Additional paid-in capital [Member]
Treasury Shares [Member]
Accumulated other comprehensive income [Member]
Retained Earnings [Member]
Beginning balance at Dec. 31, 2024 $ 183,101 $ 1   $ 335,326   $ 221 $ (152,447)
Beginning balance, Shares at Dec. 31, 2024   11,501,965 1,514,082        
Issuance of Class A common stock in connection with stock plans (Value) 750     750      
Issuance of Class A common stock in connection with stock plans (Shares)   833,186          
Reclassification of fair value of warrants exercised from liability to equity 0            
Shares withheld related to net share settlement (Shares)   (132,312)          
Shares withheld related to net share settlement (Value) (13,319)     (13,319)      
Repurchase of Class A common stock, including excise tax (Shares)   (213,525)          
Repurchase of Class A common stock, including excise tax (Value) (32,209)       $ (32,209)    
Conversion of Class V common stock to Class A common stock, (Shares)   200,000 (200,000)        
Stock-based compensation 23,011     23,011      
Unrealized gain (loss) on available-for-sale securities 54         54  
Net income 129,924           129,924
Ending balance at Sep. 30, 2025 291,312 $ 1   345,768 (32,209) 275 (22,523)
Ending balance, Shares at Sep. 30, 2025   12,189,314 1,314,082        
Beginning balance at Jun. 30, 2025 217,074 $ 1   338,531 (6,960) 97 (114,595)
Beginning balance, Shares at Jun. 30, 2025   12,083,076 1,414,082        
Issuance of Class A common stock in connection with stock plans (Value) 28     28      
Issuance of Class A common stock in connection with stock plans (Shares)   138,393          
Repurchase of Class A common stock, including excise tax (Shares)   (132,155)          
Repurchase of Class A common stock, including excise tax (Value) (25,249)       (25,249)    
Conversion of Class V common stock to Class A common stock, (Shares)   100,000 (100,000)        
Stock-based compensation 7,209     7,209      
Unrealized gain (loss) on available-for-sale securities 178         178  
Net income 92,072           92,072
Ending balance at Sep. 30, 2025 291,312 $ 1   345,768 (32,209) 275 (22,523)
Ending balance, Shares at Sep. 30, 2025   12,189,314 1,314,082        
Beginning balance at Dec. 31, 2025 352,727 $ 1   352,664 (43,730) 374 43,418
Beginning balance, Shares at Dec. 31, 2025   12,236,547 1,314,082        
Issuance of Class A common stock in connection with stock plans (Value) 100     100      
Issuance of Class A common stock in connection with stock plans (Shares)   329,547          
Issuance of Class A common stock upon exercise of warrants (Shares)   424          
Issuance of Class A common stock upon exercise of warrants (Value) 156     156      
Reclassification of fair value of warrants exercised from liability to equity 40     40      
Shares withheld related to net share settlement (Shares)   (77,222)          
Shares withheld related to net share settlement (Value) (22,477)     (22,477)      
Repurchase of Class A common stock, including excise tax (Shares)   (1,010,312)          
Repurchase of Class A common stock, including excise tax (Value) (213,271)       (213,271)    
Stock-based compensation 45,464     45,464      
Purchases of capped calls (17,364)     (17,364)      
Unrealized gain (loss) on available-for-sale securities (32)         (32)  
Net income 128,410           128,410
Ending balance at Sep. 30, 2026 273,753 $ 1   358,583 (257,001) 342 171,828
Ending balance, Shares at Sep. 30, 2026   11,478,984 1,314,082        
Beginning balance at Jun. 30, 2026 207,890 $ 1   350,681 (251,150) 317 108,041
Beginning balance, Shares at Jun. 30, 2026   11,441,201 1,314,082        
Issuance of Class A common stock in connection with stock plans (Shares)   93,811          
Issuance of Class A common stock upon exercise of warrants (Shares)   424          
Issuance of Class A common stock upon exercise of warrants (Value) 156     156      
Reclassification of fair value of warrants exercised from liability to equity $ 40     40      
Shares withheld related to net share settlement (Shares) (38,372) (38,372)          
Shares withheld related to net share settlement (Value) $ (14,307)     (14,307)      
Repurchase of Class A common stock, including excise tax (Shares)   (18,080)          
Repurchase of Class A common stock, including excise tax (Value) (5,851)       (5,851)    
Stock-based compensation 22,013     22,013      
Unrealized gain (loss) on available-for-sale securities 25         25  
Net income 63,787           63,787
Ending balance at Sep. 30, 2026 $ 273,753 $ 1   $ 358,583 $ (257,001) $ 342 $ 171,828
Ending balance, Shares at Sep. 30, 2026   11,478,984 1,314,082