Pc Connection Inc (CNXN) — Smart Money Tracker (13F, Q2 2026)

CNXN ranks #3139 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

190 institutions disclose a position in CNXN, but none treat it as a major bet — even Denali Advisors LLC, its most concentrated holder, allocates just 0.7% of its own portfolio to it.

NorthCrest Asset Manangement, LLC has added to its CNXN position for two straight quarters, increasing it by $213.2K to reach $609.5K today.

State of Alaska, Department of Revenue has trimmed its CNXN position for two straight quarters, cutting it by $133.0K while still holding $269.0K.

CNXN is down 1.7% today, but institutions show net buying of $102.3M this quarter — a divergence between today's price move and the underlying institutional flow.

CNXN posted net income of $95.8M over the trailing twelve months, and currently trades at a P/E of 23.9.

• Profitable — net income of $95.8M over the trailing twelve months
• Revenue grew 3.2% year over year
• Net income improved year over year, from $86.1M to $95.8M
• Generated $65.4M in positive operating cash flow
• Current ratio of 2.90x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.48x equity — within a conventional range