Numerai’s PC Connection CNXN Stock Holding History

Numerai’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
2026 Q2	$474K	Sell	6,496 -22,510	-78%	-$1.5M	0.04%	576
2026 Q1	$1.7M	Sell	29,006 -295	-1%	-$17.7K	0.17%	186
2025 Q4	$1.69M	Buy	+29,301	New	+$1.75M	0.2%	152

Other funds holding CNXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Numerai's CNXN Position: Q2 2026 in Review

Numerai reduced its PC Connection (CNXN) stake by 78% in Q2 2026, selling an estimated $1.5M and leaving 6,496 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #576.

Numerai first reported a position in CNXN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q1 2026. 190 funds tracked by Wall St. Rank hold CNXN as of Q2 2026.

Numerai held 6,496 shares of PC Connection worth $474K as of Q2 2026.
Numerai sold 22,510 PC Connection shares in Q2 2026, an estimated $1.5M.
PC Connection made up 0.04% of Numerai's portfolio in Q2 2026, its #576 holding.
Numerai first reported a position in PC Connection in Q4 2025 and has held it in 3 quarters since.
Numerai's PC Connection position peaked at $1.7M in Q1 2026.
190 funds tracked by Wall St. Rank held PC Connection as of Q2 2026.

Based on Numerai's 13F filing for Q2 2026, filed 14 Aug 2026.