PC Connection, Inc.· CNXN

🇺🇸 US · MidSP600NASDAQ

Technology Technology Distributors Website

Price: $86.68
Day: +0.25%
Mkt Cap: $2.19B
52W Range: $54.97 – $88.35
Volume: 283.0K
Beta: 0.86

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.4 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 195 institutions hold; 101 added, 62 reduced
Insiders Q3 2026: no purchases, 36 sales ($13.0M)

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PC Connection, Inc.

CNXN|Technology|Technology Distributors

Current price: $87

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

N/A

insufficient history to compare

Seller breadth · Q3 2026

4 sellers

vs 1.5 avg per quarter

Institutional net breadth · Q2 2026

+45

131 adding vs 86 reducing

Institutional ownership · Q2 2026

42.1%

195 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

SIMPLEX TRADING, LLC

12.3K

+100.0%

BLACKROCK, INC.

2.2M

-2.1%

DIMENSIONAL FUND ADVISORS LP

1.5M

+0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

507.8K

+3.4%

VANGUARD CAPITAL MANAGEMENT LLC

502.3K

-1.3%

STATE STREET CORP

465.6K

+3.3%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

49 buying82 unchanged47 selling

178 funds held CNXN in Q2 2026, holding 6.6M shares between them, up 2.1% on the quarter.

Largest fund holders

SPDR SERIES TRUST168.5K sh

EntrepreneurShares Series Trust6.7K sh

MAINSTAY VP FUNDS TRUST6.6K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Aug 3

MCGRATH TIMOTHY J

$1.9M

Sale · May 27

MCGRATH TIMOTHY J

$1.8M

Sale · Jul 31

Baker Thomas C

$1.6M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore CNXN on stockoscope.com→

Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

CNXN Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-30

Institutional Flow

50% weight

+66

Fund Flow

10% weight

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for CNXN

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bearish Signal

Elevated insider selling in Q3 2026

36 sales totaling $13.0M (157.7K shares)

Limited history to compare against

4 different insiders sold this quarter

Sell-only pattern: no insider purchases across 15 quarters

Net insider flow has improved over recent quarters

N/A

Selling pace

insufficient history to compare

1.03%

Stake sold

of active insiders' holdings

4 sellers

Seller breadth

in Q3 2026

None

Insider buying

in the last 16 quarters

Notable Recent Transactions, CNXN

Top 8 highest-value insider trades from the last 8 quarters

MCGRATH TIMOTHY J

CEO

Sell

22,049 shares at $85.49

≈7.6% of their stake at the time

Aug 3, 2026$1.88M

MCGRATH TIMOTHY J

CEO

Sell

26,565 shares at $66.80

≈9.1% of their stake at the time

May 27, 2025$1.77M

Baker Thomas C

Sr. VP, CFO & Treasurer

Sell

19,394 shares at $83.17

≈34.6% of their stake at the time

Jul 31, 2026$1.61M

MCGRATH TIMOTHY J

CEO

Sell

12,630 shares at $86.23

≈4.7% of their stake at the time

Aug 3, 2026$1.09M

MCGRATH TIMOTHY J

CEO

Sell

12,479 shares at $86.20

≈4.9% of their stake at the time

Aug 4, 2026$1.08M

MCGRATH TIMOTHY J

CEO

Sell

10,930 shares at $65.14

≈4.2% of their stake at the time

May 30, 2025$711.98K

GALLUP PATRICIA

Chairman & Chief Admin Officer

Sell

6,575 shares at $80.52

≈0.1% of their stake at the time

Jul 23, 2026$529.42K

GALLUP PATRICIA

Chairman & Chief Admin Officer

Sell

7,142 shares at $74.11

≈0.1% of their stake at the time

Jul 7, 2026$529.29K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for CNXN

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

42.1% institutional ownership

Moderate accumulation: 131 adding vs 86 reducing

13F shares increased by 2.0%, a notable change

Momentum improving from prior quarter

+45

Net breadth

131 adding vs 86 reducing

Accumulating

1.52

Add / reduce ratio

in Q2 2026

New − closed

30 initiated, 24 exited

8 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+131 growing-86 shrinkingNet: +45

101

New (30)

Increased (101)

Reduced (62)

Closed (24)

Top Institutional Holders, CNXN

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

2.2M

$158.8M

Ownership

8.63%

-2.1%

DIMENSIONAL FUND ADVISORS LP

1.5M

$112.4M

Ownership

6.10%

+0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

507.8K

$37.1M

Ownership

2.01%

+3.4%

VANGUARD CAPITAL MANAGEMENT LLC

502.3K

$36.7M

Ownership

1.99%

-1.3%

STATE STREET CORP

465.6K

$34.0M

Ownership

1.85%

+3.3%

GEODE CAPITAL MANAGEMENT, LLC

414.2K

$30.2M

Ownership

1.64%

+5.8%

TWO SIGMA INVESTMENTS, LP

259.5K

$18.9M

Ownership

1.03%

+41.1%

MORGAN STANLEY

228.4K

$16.7M

Ownership

0.91%

+2.6%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 178 ETFs and mutual funds reporting

49 buying47 sellingNet: +2

Buying (49)

Unchanged (82)

Selling (47)

In total, funds bought 403.4K shares and sold 264.9K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

178 ETFs and mutual funds reporting

49 buying vs 47 selling (balanced)

Top Fund Holders, CNXN

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

168.5K

Weight

0.83%

Jul 31, 2026No change

EntrepreneurShares Series Trust

6.7K

Weight

0.16%

Jun 30, 2026No change

MAINSTAY VP FUNDS TRUST

6.6K

Weight

0.01%

Jun 30, 2026No change

PACIFIC SELECT FUND

6.6K

Weight

0.00%

Jun 30, 2026Increased

BlackRock Advantage SMID Cap Fund, Inc.

6.2K

Weight

1.10%

Jun 30, 2026No change

VANGUARD VALLEY FORGE FUNDS

6.1K

Weight

0.00%

Jun 30, 2026Decreased

AUGUSTAR VARIABLE INSURANCE PRODUCTS FUND INC

6.1K

Weight

0.04%

Jun 30, 2026Decreased

JOHN HANCOCK VARIABLE INSURANCE TRUST

6.1K

Weight

0.00%

Jun 30, 2026Decreased

PC Connection, Inc.· CNXN

Holdings Analysis

Insider Trading Activity

1.3Transaction History226Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings109Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History226Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings109Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights