Balyasny Asset Management
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Balyasny Asset Management’s PC Connection CNXN Stock Holding History

Balyasny Asset Management’s Portfolio CNXN Stock Details CNXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,977
Closed -$309K – 3154
2025
Q3 		$309K Sell
4,977
-22,779
-82% -$1.45M ﹤0.01% 2566
2025
Q2 		$1.83M Sell
27,756
-1,198
-4% -$77.4K ﹤0.01% 1781
2025
Q1 		$1.81M Buy
28,954
+14,877
+106% +$988K ﹤0.01% 1751
2024
Q4 		$975K Sell
14,077
-12,090
-46% -$869K ﹤0.01% 1959
2024
Q3 		$1.97M Buy
26,167
+20,175
+337% +$1.4M ﹤0.01% 1670
2024
Q2 		$385K Sell
5,992
-6,967
-54% -$452K ﹤0.01% 2148
2024
Q1 		$854K Buy
12,959
+8,952
+223% +$587K ﹤0.01% 1861
2023
Q4 		$269K Sell
4,007
-133
-3% -$7.91K ﹤0.01% 2204
2023
Q3 		$221K Sell
4,140
-4,028
-49% -$205K ﹤0.01% 2002
2023
Q2 		$368K Buy
+8,168
New +$356K ﹤0.01% 1940
2017
Q2 		– Sell
-12,000
Closed -$357K – 1501
2017
Q1 		$357K Buy
+12,000
New +$332K ﹤0.01% 1366
2016
Q4 		– Sell
-7,746
Closed -$205K – 1363
2016
Q3 		$205K Sell
7,746
-5,730
-43% -$146K ﹤0.01% 878
2016
Q2 		$321K Sell
13,476
-2,414
-15% -$57.7K ﹤0.01% 906
2016
Q1 		$410K Buy
15,890
+5,980
+60% +$137K ﹤0.01% 929
2015
Q4 		$224K Buy
+9,910
New +$217K ﹤0.01% 1067

Other funds holding CNXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balyasny Asset Management's CNXN Position: Q4 2025 in Review

Balyasny Asset Management sold out of PC Connection (CNXN) in Q4 2025, closing a stake of 4,977 shares — an estimated $309K sold.

Balyasny Asset Management first reported a position in CNXN in Q4 2015 and held it in 15 quarters. The position peaked at $1.97M in Q3 2024. 184 funds tracked by Wall St. Rank hold CNXN as of Q4 2025.

  • Balyasny Asset Management reported no remaining PC Connection position as of Q4 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 4,977 PC Connection shares in Q4 2025, an estimated $309K.
  • Balyasny Asset Management first reported a position in PC Connection in Q4 2015 and held it in 15 quarters.
  • Balyasny Asset Management's PC Connection position peaked at $1.97M in Q3 2024.
  • 184 funds tracked by Wall St. Rank held PC Connection as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.