Fair Value Measurements
The Company follows authoritative accounting guidance, which among other things, defines fair value, establishes a consistent framework for measuring fair value and expands disclosure for each major asset and liability category measured at fair value on either a recurring or nonrecurring basis. Fair value is an exit price, representing the amount that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants. As such, fair value is a market-based measurement that should be determined based on assumptions that market participants would use in pricing an asset or liability.
The Company measures and reports its cash equivalents, restricted cash, and investments at fair value.
Money market funds are measured at fair value on a recurring basis using quoted prices and are classified as Level 1. Investments are measured at fair value based on inputs other than quoted prices that are derived from observable market data and are classified as Level 2 inputs, except for investments in U.S. treasury securities which are classified as Level 1.
There were no Level 3 assets or liabilities as of December 31, 2025 or 2024.
Financial assets subject to fair value measurements on a recurring basis and the level of inputs used in such measurements by major security type as of December 31, 2025 and 2024 are presented in the following table:
December 31, 2025
Level 1Level 2Level 3Fair Value
(in thousands)
Financial Assets:
Money market funds ¹$48,576 $— $— $48,576 
Commercial paper— 42,704 — 42,704 
Corporate bonds— 53,705 — 53,705 
U.S. treasury securities76,157 — — 76,157 
U.S. agency securities— 33,999 — 33,999 
Total financial assets$124,733 $130,408 $— $255,141 
¹ Included within cash and cash equivalents on the Company’s consolidated balance sheets
December 31, 2024
Level 1Level 2Level 3Fair Value
(in thousands)
Financial Assets:
Money market funds ¹$65,780 $— $— $65,780 
Commercial paper— 66,255 — 66,255 
Corporate bonds— 82,725 — 82,725 
U.S. treasury securities85,728 — — 85,728 
U.S. agency securities— 58,514 — 58,514 
Asset-backed securities— 9,700 — 9,700 
Total financial assets$151,508 $217,194 $— $368,702 
¹ Included within cash and cash equivalents on the Company’s consolidated balance sheets
The carrying amounts of accounts payable and accrued liabilities approximate their fair values due to their short-term maturities. The Company’s Level 2 securities are valued using third-party pricing sources. The pricing services utilize industry standard valuation models, including both income and market-based approaches, for which all significant inputs are observable, either directly or indirectly.
There were no transfers of assets between the fair value measurement levels during the years ended December 31, 2025 or 2024.

Historical Timeline

Fiscal YearFiled
2025Mar 12, 2026Showing above
2024Mar 13, 2025
2023Mar 14, 2024
2022Feb 28, 2023
2021Feb 23, 2022
2020Feb 25, 2021
2019Feb 27, 2020
2018Mar 8, 2019

About Fair Value Disclosures

Fair value disclosures classify all assets and liabilities measured at fair value into a three-level hierarchy: Level 1 (quoted market prices), Level 2 (observable inputs like yield curves), and Level 3 (unobservable inputs requiring management estimates). The proportion of Level 3 assets directly reflects how much of the balance sheet depends on internal models rather than market evidence.

Key signals: a growing Level 3 balance relative to total fair-value assets increases valuation uncertainty and earnings volatility risk. Watch for transfers between levels — assets moving from Level 2 to Level 3 often signal deteriorating market liquidity. Unrealized gains and losses on Level 3 positions flow through earnings or other comprehensive income, so large swings deserve scrutiny. For financial institutions, examine the sensitivity disclosures that show how Level 3 valuations change under alternative assumptions. Compare the fair value of debt against its carrying amount to gauge hidden leverage.