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CONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED) - USD ($)
$ in Thousands
Mar. 31, 2026
Sep. 30, 2025
Current assets    
Cash and cash equivalents $ 7,142 $ 66,672
Accounts receivable, net 55,284 58,467
Settlement assets 220 411
Prepaid expenses and other current assets 15,564 12,075
Total current assets 78,210 137,625
Property and equipment, net 6,023 7,181
Restricted cash 2,755 250
Capitalized software, net 52,267 48,314
Goodwill 282,284 248,469
Intangible assets, net 156,805 135,797
Deferred tax asset 47,842 49,058
Operating lease right-of-use assets 4,485 4,577
Other assets 5,749 7,140
Total assets 636,420 638,411
Current liabilities    
Accounts payable 3,630 6,248
Accrued expenses and other current liabilities 20,025 24,525
Settlement obligations 220 411
Deferred revenue 32,909 37,678
Current portion of operating lease liabilities 1,786 1,827
Total current liabilities 58,570 70,689
Long-term debt, less current portion 81,000 0
Long-term tax receivable agreement obligations 32,379 32,191
Operating lease liabilities, less current portion 2,826 2,964
Other long-term liabilities 23,409 14,844
Total liabilities 198,184 120,688
Commitments and contingencies (see Note 14)
Stockholders' equity    
Preferred stock, par value $0.0001 per share, 10,000,000 shares authorized; 0 shares issued and outstanding as of March 31, 2026 and September 30, 2025 0 0
Additional paid-in capital 197,160 271,310
Accumulated earnings 120,218 118,270
Total stockholders' equity 317,381 389,583
Non-controlling interest 120,855 128,140
Total equity 438,236 517,723
Total liabilities and equity 636,420 638,411
Class A Common Stock    
Stockholders' equity    
Common stock 2 2
Class B Common Stock    
Stockholders' equity    
Common stock $ 1 $ 1