v3.26.3
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY - USD ($)
shares in Thousands, $ in Millions
Total
Common Stock
Additional Paid-in Capital
Accumulated Other Comprehensive Income (Loss)
Accumulated Deficit
Beginning balance (in shares) at Dec. 31, 2024   74,108      
Beginning balance at Dec. 31, 2024 $ 364.2 $ 0.0 $ 530.9 $ (0.2) $ (166.5)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuances of Class A common stock upon exercises of stock options (in shares)   5      
Issuances of Class A common stock pursuant to settlements of restricted stock units (in shares)   431      
Class A common stock withheld related to net share settlements of restricted stock units (in shares)   (52)      
Class A common stock withheld related to net share settlements of restricted stock units (0.5)   (0.5)    
Stock-based compensation 7.5   7.5    
Other comprehensive (loss) income 0.2     0.2  
Net income 0.2       0.2
Ending balance (in shares) at Mar. 31, 2025   74,492      
Ending balance at Mar. 31, 2025 371.6 $ 0.0 537.9 0.0 (166.3)
Beginning balance (in shares) at Dec. 31, 2024   74,108      
Beginning balance at Dec. 31, 2024 364.2 $ 0.0 530.9 (0.2) (166.5)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 34.7        
Ending balance (in shares) at Sep. 30, 2025   74,731      
Ending balance at Sep. 30, 2025 402.4 $ 0.0 553.5 (0.1) (151.0)
Beginning balance (in shares) at Mar. 31, 2025   74,492      
Beginning balance at Mar. 31, 2025 371.6 $ 0.0 537.9 0.0 (166.3)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuances of Class A common stock upon exercises of stock options (in shares)   26      
Issuances of Class A common stock upon exercises of stock options 0.3   0.3    
Issuances of Class A common stock pursuant to settlements of restricted stock units (in shares)   594      
Class A common stock withheld related to net share settlements of restricted stock units (in shares)   (25)      
Class A common stock withheld related to net share settlements of restricted stock units (0.3)   (0.3)    
Issuances of Class A common stock under Employee Stock Purchase Plan (in shares)   136      
Issuances of Class A common stock under Employee Stock Purchase Plan 1.0   1.0    
Stock-based compensation 9.0   9.0    
Other comprehensive (loss) income 0.2     0.2  
Net income 8.2       8.2
Ending balance (in shares) at Jun. 30, 2025   75,223      
Ending balance at Jun. 30, 2025 390.0 $ 0.0 547.9 0.2 (158.1)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuances of Class A common stock upon exercises of stock options (in shares)   64      
Issuances of Class A common stock upon exercises of stock options 0.4   0.4    
Issuances of Class A common stock pursuant to settlements of restricted stock units (in shares)   1,450      
Class A common stock withheld related to net share settlements of restricted stock units (in shares)   (224)      
Class A common stock withheld related to net share settlements of restricted stock units (2.4)   (2.4)    
Repurchases of Class A common stock (in shares)   (1,782)      
Repurchases of Class A common stock (19.2)       (19.2)
Stock-based compensation 7.6   7.6    
Other comprehensive (loss) income (0.3)     (0.3)  
Net income 26.3       26.3
Ending balance (in shares) at Sep. 30, 2025   74,731      
Ending balance at Sep. 30, 2025 $ 402.4 $ 0.0 553.5 (0.1) (151.0)
Beginning balance (in shares) at Dec. 31, 2025 71,289 71,289      
Beginning balance at Dec. 31, 2025 $ 374.5 $ 0.0 562.5 0.1 (188.1)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuances of Class A common stock upon exercises of stock options (in shares)   73      
Issuances of Class A common stock upon exercises of stock options 0.3   0.3    
Issuances of Class A common stock pursuant to settlements of restricted stock units (in shares)   411      
Class A common stock withheld related to net share settlements of restricted stock units (in shares)   (19)      
Class A common stock withheld related to net share settlements of restricted stock units (0.2)   (0.2)    
Repurchases of Class A common stock (in shares)   (5,963)      
Repurchases of Class A common stock (66.2)       (66.2)
Stock-based compensation 7.6   7.6    
Other comprehensive (loss) income (0.2)     (0.2)  
Net income 20.4       20.4
Ending balance (in shares) at Mar. 31, 2026   65,791      
Ending balance at Mar. 31, 2026 $ 336.2 $ 0.0 570.2 (0.1) (233.9)
Beginning balance (in shares) at Dec. 31, 2025 71,289 71,289      
Beginning balance at Dec. 31, 2025 $ 374.5 $ 0.0 562.5 0.1 (188.1)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuances of Class A common stock upon exercises of stock options (in shares) 241        
Net income $ 39.6        
Ending balance (in shares) at Sep. 30, 2026 63,292 63,292      
Ending balance at Sep. 30, 2026 $ 341.4 $ 0.0 589.8 (0.2) (248.2)
Beginning balance (in shares) at Mar. 31, 2026   65,791      
Beginning balance at Mar. 31, 2026 336.2 $ 0.0 570.2 (0.1) (233.9)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuances of Class A common stock upon exercises of stock options (in shares)   51      
Issuances of Class A common stock upon exercises of stock options 0.4   0.4    
Issuances of Class A common stock pursuant to settlements of restricted stock units (in shares)   730      
Class A common stock withheld related to net share settlements of restricted stock units (in shares)   (68)      
Class A common stock withheld related to net share settlements of restricted stock units (0.6)   (0.6)    
Issuances of Class A common stock under Employee Stock Purchase Plan (in shares)   126      
Issuances of Class A common stock under Employee Stock Purchase Plan 1.2   1.2    
Repurchases of Class A common stock (in shares)   (2,751)      
Repurchases of Class A common stock (23.0)       (23.0)
Stock-based compensation 7.4   7.4    
Other comprehensive (loss) income (0.1)     (0.1)  
Net income 4.3       4.3
Ending balance (in shares) at Jun. 30, 2026   63,879      
Ending balance at Jun. 30, 2026 325.8 $ 0.0 578.6 (0.2) (252.6)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuances of Class A common stock upon exercises of stock options (in shares)   117      
Issuances of Class A common stock upon exercises of stock options 1.0   1.0    
Issuances of Class A common stock pursuant to settlements of restricted stock units (in shares)   465      
Class A common stock withheld related to net share settlements of restricted stock units (in shares)   (47)      
Class A common stock withheld related to net share settlements of restricted stock units (0.5)   (0.5)    
Repurchases of Class A common stock (in shares)   (1,122)      
Repurchases of Class A common stock (10.5)       (10.5)
Stock-based compensation 10.7   10.7    
Net income $ 14.9       14.9
Ending balance (in shares) at Sep. 30, 2026 63,292 63,292      
Ending balance at Sep. 30, 2026 $ 341.4 $ 0.0 $ 589.8 $ (0.2) $ (248.2)