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CONSOLIDATED STATEMENTS OF SHAREHOLDERS' EQUITY - USD ($)
$ in Thousands
Total
Common Stock
Additional Paid-in Capital
Accumulated Other Comprehensive Income (Loss)
Retained Earnings
Treasury Stock
Balance (in shares) at Dec. 31, 2023   48,148,000        
Balance at Dec. 31, 2023 $ 2,937,995 $ 481 $ 1,354,787 $ (326) $ 1,603,773 $ (20,720)
Balance (in shares) at Dec. 31, 2023           (5,858,000)
Increase (Decrease) in Stockholders' Equity            
Net income 197,805       197,805  
Other comprehensive income, net of tax 163     163    
Exercise of stock options and vesting of restricted stock units 71,196   34,324     $ 36,872
Exercise of stock options and vesting of restricted stock units (in shares)           542,000
Employee taxes paid for withheld shares upon equity award settlement (in shares)           (52,000)
Employee taxes paid for withheld shares upon equity award settlement (23,763)         $ (23,763)
Share-based compensation 88,460   88,460      
Issuance of shares pursuant to employee stock purchase plan 12,821   12,685     $ 136
Issuance of shares pursuant to employee stock purchase plan (in shares)           34,000
Reimbursement of shares from escrow (9,565)   1,679     $ (11,244)
Reimbursement of shares from escrow (in shares)           28,000
Balance (in shares) at Sep. 30, 2024   48,148,000        
Balance at Sep. 30, 2024 3,275,112 $ 481 1,491,935 (163) 1,801,578 $ (18,719)
Balance (in shares) at Sep. 30, 2024           (5,362,000)
Balance (in shares) at Jun. 30, 2024   48,148,000        
Balance at Jun. 30, 2024 3,132,108 $ 481 1,425,536 (218) 1,725,681 $ (19,372)
Balance (in shares) at Jun. 30, 2024           (5,524,000)
Increase (Decrease) in Stockholders' Equity            
Net income 75,897       75,897  
Other comprehensive income, net of tax 55     55    
Exercise of stock options and vesting of restricted stock units 31,855   30,894     $ 961
Exercise of stock options and vesting of restricted stock units (in shares)           153,000
Employee taxes paid for withheld shares upon equity award settlement (in shares)           (1,000)
Employee taxes paid for withheld shares upon equity award settlement (307)         $ (307)
Share-based compensation 31,187   31,187      
Issuance of shares pursuant to employee stock purchase plan 4,347   4,306     $ 41
Issuance of shares pursuant to employee stock purchase plan (in shares)           10,000
Reimbursement of shares from escrow (30)   12     $ (42)
Balance (in shares) at Sep. 30, 2024   48,148,000        
Balance at Sep. 30, 2024 $ 3,275,112 $ 481 1,491,935 (163) 1,801,578 $ (18,719)
Balance (in shares) at Sep. 30, 2024           (5,362,000)
Balance (in shares) at Dec. 31, 2024 48,147,969 48,148,000        
Balance at Dec. 31, 2024 $ 3,388,422 $ 481 1,539,301 (157) 1,866,799 $ (18,002)
Balance (in shares) at Dec. 31, 2024 (5,184,092)         (5,184,000)
Increase (Decrease) in Stockholders' Equity            
Net income $ 250,072       250,072  
Other comprehensive income, net of tax 103     103    
Exercise of stock options and vesting of restricted stock units 45,246   (19,854)     $ 65,100
Exercise of stock options and vesting of restricted stock units (in shares)           385,000
Employee taxes paid for withheld shares upon equity award settlement (in shares)           (57,000)
Employee taxes paid for withheld shares upon equity award settlement (32,940)         $ (32,940)
Share-based compensation 112,631   112,631      
Issuance of shares pursuant to employee stock purchase plan 13,883   13,770     $ 113
Issuance of shares pursuant to employee stock purchase plan (in shares)           28,000
Treasury stock repurchases (in shares)           (303,000)
Treasury stock repurchases $ (174,650)         $ (174,650)
Balance (in shares) at Sep. 30, 2025 48,147,969 48,148,000        
Balance at Sep. 30, 2025 $ 3,602,767 $ 481 1,645,848 (54) 2,116,871 $ (160,379)
Balance (in shares) at Sep. 30, 2025 (5,131,407)         (5,131,000)
Balance (in shares) at Jun. 30, 2025   48,148,000        
Balance at Jun. 30, 2025 $ 3,634,667 $ 481 1,620,258 (115) 2,032,478 $ (18,435)
Balance (in shares) at Jun. 30, 2025           (4,896,000)
Increase (Decrease) in Stockholders' Equity            
Net income 84,393       84,393  
Other comprehensive income, net of tax 61     61    
Exercise of stock options and vesting of restricted stock units 15,475   (15,603)     $ 31,078
Exercise of stock options and vesting of restricted stock units (in shares)           57,000
Employee taxes paid for withheld shares upon equity award settlement (in shares)           (1,000)
Employee taxes paid for withheld shares upon equity award settlement (14)         $ (14)
Share-based compensation 36,669   36,669      
Issuance of shares pursuant to employee stock purchase plan 4,561   4,524     $ 37
Issuance of shares pursuant to employee stock purchase plan (in shares)           9,000
Treasury stock repurchases (in shares)           (300,000)
Treasury stock repurchases $ (173,045)         $ (173,045)
Balance (in shares) at Sep. 30, 2025 48,147,969 48,148,000        
Balance at Sep. 30, 2025 $ 3,602,767 $ 481 $ 1,645,848 $ (54) $ 2,116,871 $ (160,379)
Balance (in shares) at Sep. 30, 2025 (5,131,407)         (5,131,000)