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Consolidated Balance Sheets - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Current assets:    
Cash and cash equivalents $ 133,982 $ 162,314
Marketable securities 211,225 65,640
Accounts receivable, net of $54,623 and $56,355 of allowance at September 30, 2025 and December 31, 2024, respectively 252,502 235,324
Prepaid expenses and other current assets 24,304 9,443
Total current assets 622,013 472,721
Property and equipment, net 24,742 12,383
Operating lease right-of-use assets 25,680 17,251
Goodwill 19,964 15,534
Intangible assets, net 6,428 1,303
Deferred tax assets 84,873 84,933
Other noncurrent assets 11,527 2,977
Total assets 795,227 607,102
Current liabilities:    
Accounts payable 123,089 95,097
Accrued expenses and other current liabilities 87,404 73,530
Total current liabilities 210,493 168,627
Operating lease noncurrent liabilities 24,730 16,413
Total liabilities 235,223 185,040
Commitments and Contingencies (Note 7)
STOCKHOLDERS' EQUITY    
Common stock, $0.0001 par value; 1,000,000,000 shares authorized; at September 30, 2025 and December 31, 2024, respectively; 98,529,405 and 97,692,891 shares issued; 86,147,212 and 85,310,698 outstanding at September 30, 2025 and December 31, 2024, respectively 9 9
Additional paid-in capital 673,123 581,596
Treasury stock, at cost, $0.0001 par value; 12,998,173 and 12,998,173 shares at September 30, 2025 and December 31, 2024, respectively (303,889) (303,889)
Accumulated earnings 190,342 144,307
Accumulated other comprehensive income 419 39
Total stockholders’ equity 560,004 422,062
Total liabilities and stockholders’ equity $ 795,227 $ 607,102