Note 5. Fair Value Measurements

The following tables present the Company’s fair value hierarchy for its financial assets and liabilities that are measured at fair value on a recurring basis as of December 31, 2025 and 2024 (in thousands):

Measured at Fair Value as of December 31, 2025

Level 1

 

Level 2

 

Level 3

 

Total

Financial Assets:

 

 

 

 

 

 

 

 

 

 

 

Cash equivalents

 

 

 

 

 

 

 

 

 

 

 

Money market funds

$

34,857

 

$

 

$

 

$

34,857

Foreign exchange contracts

 

 

 

342

 

 

 

 

342

Short-term investments

 

 

 

 

 

 

 

 

 

 

 

Corporate bonds

 

 

 

4,850

 

 

 

 

4,850

U.S. Government obligations

 

 

 

19,842

 

 

 

 

19,842

Total short-term investments

 

 

 

24,692

 

 

 

 

24,692

Total financial assets

$

34,857

 

$

25,034

 

$

 

$

59,891

Financial Liabilities:

 

 

 

 

 

 

 

 

 

 

 

Foreign exchange contracts

$

 

$

425

 

$

 

$

425

Contingent consideration

 

 

 

 

 

2,046

 

 

2,046

Total financial liabilities

$

 

$

425

 

$

2,046

 

$

2,471

 

Measured at Fair Value as of December 31, 2024

Level 1

 

Level 2

 

Level 3

 

Total

Financial Assets:

 

 

 

 

 

 

 

 

 

 

 

Cash equivalents

 

 

 

 

 

 

 

 

 

 

 

Money market funds

$

139,545

 

$

 

$

 

$

139,545

Foreign exchange contracts

 

 

 

 

 

49

 

 

49

Short-term investments

 

 

 

 

 

 

 

 

 

 

 

Corporate bonds

 

 

 

62,625

 

 

 

 

62,625

U.S. Government obligations

 

 

 

36,755

 

 

 

 

36,755

Treasury bill

 

 

 

6,983

 

 

 

 

6,983

Foreign agency securities

 

 

 

2,607

 

 

 

 

2,607

Commercial paper

 

 

 

6,878

 

 

 

 

6,878

Total short-term investments

 

 

 

115,848

 

 

 

 

115,848

Long-term investments

 

 

 

 

 

 

 

 

 

 

 

Corporate bonds

 

 

 

23,100

 

 

 

 

23,100

U.S. Government obligations

 

 

 

21,384

 

 

 

 

21,384

Agency bond

 

 

 

2,469

 

 

 

 

2,469

Asset-backed securities

 

 

 

3,172

 

 

 

 

3,172

Total long-term investments

 

 

 

50,125

 

 

 

 

50,125

Total financial assets

$

139,545

 

$

165,973

 

$

49

 

$

305,567

Financial Liabilities:

 

 

 

 

 

 

 

 

 

 

 

Contingent consideration

$

 

$

 

$

5,094

 

$

5,094

Total financial liabilities

$

 

$

 

$

5,094

 

$

5,094

During the year ended December 31, 2025, the Company corrected the footnotes to its consolidated financial statements for the year ended December 31, 2024, related to the ASC 820 Fair Value Measurement Level classification of money market funds from NAV to Level 1. The table above reflects the appropriate fair value hierarchy classification as of December 31, 2024, which conforms with the current year presentation. The prior period reclassifications had no effect on the reported values of these instruments and the Company does not consider the impact to be material to the prior period

financial statements. Other than this reclassification, during the years ended December 31, 2025, 2024, and 2023, there were no transfers between Level 1, Level 2 or Level 3.

Contingent consideration

Sertifi LLC (Sertifi)

The fair value of the contingent consideration related to the gross profit milestone from the Company’s acquisition of Sertifi in February 2025 was determined using an option pricing model and the fair value of the contingent consideration related to the technology and security integration milestones was determined using a scenario-based method. Refer to Note 10 - Business Combinations for additional details on the Sertifi acquisition. The following table presents the unobservable inputs incorporated into the fair value of the contingent consideration liability as of December 31, 2025.

December 31, 2025

Discount rate

6.6%

Probability of successful achievement (a)

15%

-

37%

_____________________________

(a) Probability of successful achievement was set at different targets based on the Company’s estimates on achieving them. The weighted average probability of successful achievement was 21.5% as of December 31, 2025.

Increases or decreases in the discount rate would result in a lower or higher fair value measurement, respectively. Increases or decreases in any of the probabilities of success in which the gross profit and technology and security milestones are expected to be achieved would result in higher or lower fair value measurement, respectively.

Invoiced Inc. (Invoiced)

The fair value of the contingent consideration related to the revenue milestone from the Company’s acquisition of Invoiced in August 2024 was determined using an option pricing model and the fair value of the contingent consideration related to the cross-selling, product, and security and information technology (IT) milestones was determined using a scenario-based method. As of December 31, 2025, there were no remaining contingent consideration milestones outstanding. Refer to Note 10 - Business Combinations for additional details on the Invoiced acquisition. The following table presents the unobservable inputs incorporated into the fair value of the contingent consideration liability as of December 31, 2025 and 2024.

December 31, 2024

Discount rate

6.5%

-

6.6%

Probability of successful achievement (a)

4%

-

100%

_____________________________

(a) Probability of successful achievement was set at different targets based on the Company’s estimates on achieving them.

Learning Information Systems Pty Ltd. (StudyLink)

The fair value of the contingent consideration related to the revenue milestone from the Company’s acquisition of StudyLink in November 2023 was determined using an option pricing model and the fair value of the contingent consideration related to the volume of money movement, cross-selling, and engineering implementation milestones was determined using a scenario-based method. As of December 31, 2025, there were no remaining contingent consideration milestones outstanding. Refer to Note 10 - Business Combinations for additional details on the StudyLink acquisition. The following table presents the unobservable inputs incorporated into the valuation of contingent consideration as of December 31, 2025 and 2024.

December 31, 2024

Discount rate

6.3%

-

8.2%

Probability of successful achievement (a)

0%

-

100%

_____________________________

(a) Probability of successful achievement was set at different targets based on the Company’s estimates on achieving them.

Changes in the fair value of contingent consideration are included as a component of general and administrative expense within the consolidated statements of operations and comprehensive income (loss). As of December 31, 2025, $2.0 million of contingent consideration are reflected in the Company's balance sheet in accrued expenses and other current liabilities. The following table summarizes the changes in the carrying value of the contingent consideration for the years ended December 31, 2025, 2024, and 2023 (in thousands):

 

Year Ended December 31,

2025

 

2024

 

2023

Beginning balance

$

5,094

 

$

2,882

 

$

1,332

Additions

 

3,107

 

 

4,508

 

 

2,703

Change in fair value

 

(1,901)

 

 

(978)

 

 

380

Contingent consideration paid (a)

 

(4,213)

 

 

(1,125)

 

 

(1,674)

Foreign currency translation adjustment

 

(41)

 

 

(193)

 

 

141

Ending balance

$

2,046

 

$

5,094

 

$

2,882

 

(a) Contingent consideration when paid was bifurcated between the financing and operating sections of the consolidated statement of cash flows. Amounts paid up to the fair value initially recorded in purchase accounting is reported in the financing section, while any excess is reported in the operating section of the consolidated statement of cash flows.

Historical Timeline

Fiscal YearFiled
2025Feb 24, 2026Showing above
2024Feb 26, 2025
2023Feb 28, 2024
2022Mar 10, 2023
2021Mar 29, 2022

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.