PC Connection (CNXN)

• Market cap: $1.62B
• 1 day: -1.27%
• 5 days: 1.16%
• 1 month: -0.16%
• 3 months: -4.44%
• 6 months: -0.03%
• Year to date: -7.08%
• 1 year: -10.30%
• 5 years: 45.03%
• 10 years: 227.69%
• Sector: Technology
• Industry: Electronics & Computer Distribution

About: PC Connection Inc is a provider of information technology solutions. It provides products such as computer systems, software and peripheral equipment, networking communications, and other products and accessories that company purchase from manufacturers and distributors. The company also offers services involving design, configuration, and implementation of IT solutions. It conducts business operations through three business segments namely Connection Business Solutions, Connection Enterprise Solutions, and Connection Public Sector Solutions. The company generates maximum revenue Connection Enterprise Solutions segment.

Employees: 2,580

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

4% more funds holding

Funds holding: 171 [Q1] → 177 (+6) [Q2]

3% more capital invested

Capital invested by funds: $676M [Q1] → $694M (+$17.8M) [Q2]

0.13% more ownership

Funds ownership: 41.39% [Q1] → 41.52% (+0.13%) [Q2]

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

81% less call options, than puts

Call options by funds: $158K | Put options by funds: $816K