5. Fair Value Measurements

The following table presents information about the Company’s financial instruments that are measured at fair value on a recurring basis:

 

 

December 31, 2025

 

 

 

Fair Value

 

 

Level 1

 

 

Level 2

 

 

 

(in thousands)

 

Financial Assets:

 

 

 

 

 

 

 

 

 

Money market funds

 

$

26,407

 

 

$

26,407

 

 

$

 

Cash equivalents

 

 

26,407

 

 

 

26,407

 

 

 

 

Certificates of deposit

 

 

1,503

 

 

 

 

 

 

1,503

 

Commercial paper

 

 

11,763

 

 

 

 

 

 

11,763

 

Corporate debt securities

 

 

276,036

 

 

 

 

 

 

276,036

 

Municipal securities

 

 

29,493

 

 

 

 

 

 

29,493

 

Government and agency debt

 

 

162,301

 

 

 

 

 

 

162,301

 

Marketable securities

 

 

481,096

 

 

 

 

 

 

481,096

 

Foreign currency contracts designated as hedging instruments included in prepaid expenses and other current assets

 

 

5,170

 

 

 

 

 

 

5,170

 

Foreign currency contracts not designated as hedging instruments included in prepaid expenses and other current assets

 

 

448

 

 

 

 

 

 

448

 

Restricted bank deposits included in prepaid expenses and other current assets

 

 

11

 

 

 

 

 

 

11

 

Total financial assets

 

$

513,132

 

 

$

26,407

 

 

$

486,725

 

Financial Liabilities:

 

 

 

 

 

 

 

 

 

Foreign currency contracts designated as hedging instruments included in accrued expenses and other current liabilities

 

$

9

 

 

$

 

 

$

9

 

Foreign currency contracts not designated as hedging instruments included in accrued expenses and other current liabilities

 

 

217

 

 

 

 

 

 

217

 

Total financial liabilities

 

$

226

 

 

$

 

 

$

226

 

 

 

 

December 31, 2024

 

 

 

Fair Value

 

 

Level 1

 

 

Level 2

 

 

 

(in thousands)

 

Financial Assets:

 

 

 

 

 

 

 

 

 

Money market funds

 

$

19,218

 

 

$

19,218

 

 

$

 

Cash equivalents

 

 

19,218

 

 

 

19,218

 

 

 

 

Certificates of deposit

 

 

251

 

 

 

 

 

 

251

 

Commercial paper

 

 

7,342

 

 

 

 

 

 

7,342

 

Corporate debt securities

 

 

161,296

 

 

 

 

 

 

161,296

 

Municipal securities

 

 

17,414

 

 

 

 

 

 

17,414

 

Government and agency debt

 

 

180,312

 

 

 

 

 

 

180,312

 

Marketable securities

 

 

366,615

 

 

 

 

 

 

366,615

 

Foreign currency contracts designated as hedging instruments included in prepaid expenses and other current assets

 

 

846

 

 

 

 

 

 

846

 

Foreign currency contracts not designated as hedging instruments included in prepaid expenses and other current assets

 

 

4

 

 

 

 

 

 

4

 

Restricted bank deposits included in prepaid expenses and other current assets

 

 

12

 

 

 

 

 

 

12

 

Total financial assets

 

$

386,695

 

 

$

19,218

 

 

$

367,477

 

Financial Liabilities:

 

 

 

 

 

 

 

 

 

Foreign currency contracts designated as hedging instruments included in accrued expenses and other current liabilities

 

$

228

 

 

$

 

 

$

228

 

Foreign currency contracts not designated as hedging instruments included in accrued expenses and other current liabilities

 

 

83

 

 

 

 

 

 

83

 

Total financial liabilities

 

$

311

 

 

$

 

 

$

311

 

 

The Company classifies its money market funds within Level 1 of the fair value hierarchy because they are valued based on quoted market prices in active markets. The Company classifies its restricted deposits, certificates of deposit, commercial paper, corporate debt securities, municipal securities, government and agency debt, and derivative financial instruments within Level 2 because they are valued using inputs other than quoted prices which are directly or indirectly observable in the market, including readily-available pricing sources for the identical underlying security which may not be actively traded. As of December 31, 2025 and 2024, the Company did not have any assets or liabilities valued based on Level 3 valuations.

Historical Timeline

Fiscal YearFiled
2025Feb 13, 2026Showing above
2024Feb 14, 2025
2023Feb 15, 2024
2022Feb 9, 2023
2021Feb 11, 2022
2020Feb 12, 2021

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.