CNXNNasdaqWholesale-Computers & Peripheral Equipment & SoftwareFiscal year ends December 31
PC CONNECTION INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$86.60−2.72 (-3.05%)
Close on Oct 19, 2026
- Market cap
- $2.19B
- P/E (TTM)
- 22.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
41.3%
10M of 25M shares
Institutional holders
189
28 new, 21 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 44 sales
Net sold $15.05M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 1,841,971 | 7.10% | 13G (passive) amendment | Mar 31, 2025 |
| Dimensional Fund Advisors LP | 1,548,408 | 6.10% | 13G (passive) amendment | Jun 30, 2025 |
| Patricia Gallup | 13,779,533 | 54.40% | 13D (active) amendment | Sep 15, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CNXN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,176,088 | 8.62% | $158.83M | −45,564 | 0.00% |
| Dimensional Fund Advisors LP | 1,539,863 | 6.10% | $112.39M | +13,369 | 0.02% |
| Vanguard Portfolio Management LLC | 507,776 | 2.01% | $37.06M | +17,099 | 0.00% |
| Vanguard Capital Management LLC | 502,311 | 1.99% | $36.66M | −6,326 | 0.00% |
| State Street Corp | 465,567 | 1.84% | $33.98M | +15,452 | 0.00% |
| Geode Capital Management, LLC | 414,249 | 1.64% | $30.24M | +23,259 | 0.00% |
| Two Sigma Investments, LP | 259,463 | 1.03% | $18.94M | +75,745 | 0.01% |
| Morgan Stanley | 228,372 | 0.90% | $16.67M | +5,901 | 0.00% |
| Goldman Sachs Group Inc | 225,846 | 0.89% | $16.48M | +9,411 | 0.00% |
| Northern Trust Corp | 206,600 | 0.82% | $15.08M | +3,818 | 0.00% |
| Qube Research & Technologies Ltd | 204,269 | 0.81% | $14.91M | +76,356 | 0.01% |
| Charles Schwab Investment Management Inc | 193,081 | 0.77% | $14.09M | −26,958 | 0.00% |
| American Century Companies Inc | 184,800 | 0.73% | $13.49M | +44,698 | 0.01% |
| Invesco Ltd. | 145,516 | 0.58% | $10.62M | −72,328 | 0.00% |
| Bank of New York Mellon Corp | 136,757 | 0.54% | $9.98M | −1,529 | 0.00% |
| Allspring Global Investments Holdings, LLC | 130,317 | 0.52% | $9.62M | +69,279 | 0.01% |
| FMR LLC | 115,042 | 0.46% | $8.40M | +9,591 | 0.00% |
| Aqr Capital Management LLC | 114,996 | 0.46% | $8.39M | −1,093 | 0.00% |
| JPMorgan Chase & Co | 109,105 | 0.43% | $7.92M | +48,594 | 0.00% |
| Oberweis Asset Management Inc/ | 104,300 | 0.41% | $7.61M | +8,100 | 0.16% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 189 | 10M | 41.3% | 28 / 71 | 62 / 21 | 1M | 1M |
| Q1 2026 | 186 | 10M | 41.3% | 31 / 68 | 68 / 25 | 2M | 1M |
| Q4 2025 | 184 | 10M | 40.9% | 20 / 54 | 92 / 22 | 1M | 1M |
| Q3 2025 | 187 | 10M | 41.3% | 21 / 76 | 66 / 15 | 1M | 1M |
| Q2 2025 | 181 | 11M | 42.3% | 24 / 56 | 77 / 14 | 1M | 1M |
| Q1 2025 | 172 | 11M | 43.0% | 28 / 57 | 66 / 19 | 1M | 1M |
| Q4 2024 | 165 | 11M | 45.1% | 15 / 71 | 48 / 20 | 0M | 1M |
| Q3 2024 | 170 | 12M | 45.6% | 26 / 82 | 35 / 11 | 4M | 1M |
| Q2 2024 | 156 | 11M | 44.9% | 23 / 57 | 52 / 13 | 1M | 1M |
| Q1 2024 | 147 | 12M | 45.7% | 23 / 43 | 55 / 14 | 1M | 1M |
| Q4 2023 | 139 | 11M | 45.4% | 20 / 36 | 55 / 4 | 1M | 1M |
| Q3 2023 | 123 | 11M | 44.2% | 8 / 45 | 49 / 11 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CNXN | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 684,055 | 2.71% | $49.93M | 0.04% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 360,658 | 1.43% | $26.32M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 331,078 | 1.31% | $24.17M | 0.03% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 302,215 | 1.20% | $25.30M | 0.13% | Jul 31, 2026 |
| Vanguard Information Technology Index Fund | 287,671 | 1.14% | $20.02M | 0.01% | May 31, 2026 |
| U.S. Targeted Value Portfolio | 189,718 | 0.75% | $15.88M | 0.09% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 167,452 | 0.66% | $14.02M | 0.10% | Jul 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 164,080 | 0.65% | $11.42M | 0.22% | May 29, 2026 |
| U.S. Micro Cap Portfolio | 131,357 | 0.52% | $11.00M | 0.14% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 130,401 | 0.52% | $9.52M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 120,718 | 0.48% | $10.11M | 0.03% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 118,258 | 0.47% | $9.90M | 0.05% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 116,819 | 0.46% | $8.13M | 0.03% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 111,784 | 0.44% | $8.16M | 0.06% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 105,835 | 0.42% | $7.72M | 0.13% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Patricia Gallup | Chairman & Chief Admin Officer, Director, 10% owner | 7,505,218 | 29.74% | Sep 16, 2026 |
| Timothy J. McGrath | President & CEO | 246,408 | 0.98% | Sep 2, 2026 |
| Thomas C. Baker | Sr. VP, CFO & Treasurer | 36,092 | 0.14% | Aug 3, 2026 |
| Negrini David Beffa | Director | 65,875 | 0.26% | Sep 2, 2026 |
| Barbara Duckett | Director | 16,752 | 0.07% | Sep 2, 2026 |
| Jack L. Ferguson | Director | 68,555 | 0.27% | Sep 2, 2026 |
| Jay E. Bothwick | Director | 6,875 | 0.03% | Jul 1, 2026 |
| Gary Kinyon | Director | 6,875 | 0.03% | Mar 16, 2026 |
| Hall Trust 2003 David | 10% owner | 10,713,139 | 42.45% | Sep 16, 2026 |
| Connection Inc Pc | 10% owner | 9,504,069 | 37.66% | Aug 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Hall Trust 2003 David 10% owner | Sep 15, 2026 | Sale(10b5-1 plan) | −5,124 | $85.01 | $435.59K | 6,929,777 |
| Hall Trust 2003 David 10% owner | Sep 15, 2026 | Sale(10b5-1 plan) | −2,018 | $85.61 | $172.76K | 6,927,759 |
| Hall Trust 2003 David 10% owner | Sep 14, 2026 | Sale(10b5-1 plan) | −1,792 | $86.04 | $154.18K | 6,934,901 |
| Hall Trust 2003 David 10% owner | Sep 14, 2026 | Sale(10b5-1 plan) | −3,551 | $85.62 | $304.04K | 6,936,693 |
| Hall Trust 2003 David 10% owner | Sep 14, 2026 | Sale(10b5-1 plan) | −1,799 | $84.42 | $151.87K | 6,940,244 |
| Hall Trust 2003 David 10% owner | Sep 2, 2026 | Sale(10b5-1 plan) | −4,458 | $80.40 | $358.42K | 6,944,727 |
| Hall Trust 2003 David 10% owner | Sep 2, 2026 | Sale(10b5-1 plan) | −2,684 | $80.88 | $217.08K | 6,942,043 |
| Hall Trust 2003 David 10% owner | Sep 1, 2026 | Sale(10b5-1 plan) | −4,872 | $78.76 | $383.72K | 6,951,455 |
| Hall Trust 2003 David 10% owner | Sep 1, 2026 | Sale(10b5-1 plan) | −2,270 | $79.39 | $180.22K | 6,949,185 |
| Patricia Gallup Chairman & Chief Admin Officer, Director, 10% owner | Sep 1, 2026 | Option exercise | +500 | – | – | 533,758 |
| Jack L. Ferguson Director | Sep 1, 2026 | Option exercise | +500 | – | – | 68,555 |
| Barbara Duckett Director | Sep 1, 2026 | Option exercise | +500 | – | – | 16,752 |
| Timothy J. McGrath President & CEO | Sep 1, 2026 | Tax withholding | −3,935 | $80.07 | $315.08K | 246,408 |
| Timothy J. McGrath President & CEO | Sep 1, 2026 | Option exercise | +10,000 | – | – | 250,343 |
| Negrini David Beffa Director | Sep 1, 2026 | Option exercise | +500 | – | – | 65,875 |
| Hall Trust 2003 David 10% owner | Aug 18, 2026 | Sale(10b5-1 plan) | −3,922 | $78.36 | $307.33K | 6,959,547 |
| Hall Trust 2003 David 10% owner | Aug 18, 2026 | Sale(10b5-1 plan) | −3,220 | $78.83 | $253.83K | 6,956,327 |
| Hall Trust 2003 David 10% owner | Aug 17, 2026 | Sale(10b5-1 plan) | −718 | $80.21 | $57.59K | 6,963,469 |
| Hall Trust 2003 David 10% owner | Aug 17, 2026 | Sale(10b5-1 plan) | −5,066 | $78.16 | $395.96K | 6,965,545 |
| Hall Trust 2003 David 10% owner | Aug 17, 2026 | Sale(10b5-1 plan) | −1,358 | $79.61 | $108.11K | 6,964,187 |
| Connection Inc Pc 10% owner | Aug 5, 2026 | Sale(10b5-1 plan) | −3,559 | $84.77 | $301.70K | 6,970,811 |
| Connection Inc Pc 10% owner | Aug 5, 2026 | Sale(10b5-1 plan) | −200 | $85.82 | $17.16K | 6,970,611 |
| Connection Inc Pc 10% owner | Aug 5, 2026 | Sale(10b5-1 plan) | −3,383 | $84.09 | $284.48K | 6,974,370 |
| Connection Inc Pc 10% owner | Aug 4, 2026 | Sale(10b5-1 plan) | −3,968 | $85.79 | $340.41K | 6,980,927 |
| Connection Inc Pc 10% owner | Aug 4, 2026 | Sale(10b5-1 plan) | −3,041 | $87.01 | $264.60K | 6,977,886 |
| Connection Inc Pc 10% owner | Aug 4, 2026 | Sale(10b5-1 plan) | −133 | $87.47 | $11.63K | 6,977,753 |
| Timothy J. McGrath President & CEO | Aug 4, 2026 | Sale | −1,842 | $87.00 | $160.25K | 240,343 |
| Timothy J. McGrath President & CEO | Aug 4, 2026 | Sale | −12,479 | $86.20 | $1.08M | 242,185 |
| Timothy J. McGrath President & CEO | Aug 3, 2026 | Sale | −1,000 | $84.17 | $84.17K | 289,343 |
| Timothy J. McGrath President & CEO | Aug 3, 2026 | Sale | −22,049 | $85.49 | $1.88M | 267,294 |
| Timothy J. McGrath President & CEO | Aug 3, 2026 | Sale | −12,630 | $86.23 | $1.09M | 254,664 |
| Thomas C. Baker Sr. VP, CFO & Treasurer | Jul 31, 2026 | Sale | −606 | $83.89 | $50.84K | 36,092 |
| Thomas C. Baker Sr. VP, CFO & Treasurer | Jul 31, 2026 | Sale | −19,394 | $83.17 | $1.61M | 36,698 |
| Barbara Duckett Director | Jul 31, 2026 | Sale | −2,000 | $83.86 | $167.72K | 16,252 |
| Patricia Gallup Chairman & Chief Admin Officer, Director, 10% owner | Jul 23, 2026 | Sale(10b5-1 plan) | −567 | $81.15 | $46.01K | 6,984,895 |
| Patricia Gallup Chairman & Chief Admin Officer, Director, 10% owner | Jul 23, 2026 | Sale(10b5-1 plan) | −6,575 | $80.52 | $529.42K | 6,985,462 |
| Patricia Gallup Chairman & Chief Admin Officer, Director, 10% owner | Jul 22, 2026 | Sale(10b5-1 plan) | −3,667 | $79.28 | $290.72K | 6,995,512 |
| Patricia Gallup Chairman & Chief Admin Officer, Director, 10% owner | Jul 22, 2026 | Sale(10b5-1 plan) | −1,990 | $80.59 | $160.37K | 6,993,522 |
| Patricia Gallup Chairman & Chief Admin Officer, Director, 10% owner | Jul 22, 2026 | Sale(10b5-1 plan) | −1,485 | $81.21 | $120.60K | 6,992,037 |
| Patricia Gallup Chairman & Chief Admin Officer, Director, 10% owner | Jul 7, 2026 | Sale(10b5-1 plan) | −7,142 | $74.11 | $529.29K | 6,999,179 |
| Patricia Gallup Chairman & Chief Admin Officer, Director, 10% owner | Jul 6, 2026 | Sale(10b5-1 plan) | −1,245 | $72.17 | $89.85K | 7,012,218 |
| Patricia Gallup Chairman & Chief Admin Officer, Director, 10% owner | Jul 6, 2026 | Sale(10b5-1 plan) | −5,897 | $73.00 | $430.48K | 7,006,321 |
| Jay E. Bothwick Director | Jun 30, 2026 | Option exercise | +1,250 | – | – | 6,875 |
| Connection Inc Pc 10% owner | Jun 24, 2026 | Sale(10b5-1 plan) | −566 | $70.52 | $39.91K | 7,013,463 |
| Connection Inc Pc 10% owner | Jun 24, 2026 | Sale(10b5-1 plan) | −6,576 | $70.04 | $460.58K | 7,014,029 |
| Connection Inc Pc 10% owner | Jun 23, 2026 | Sale(10b5-1 plan) | −4,867 | $69.96 | $340.50K | 7,020,605 |
| Connection Inc Pc 10% owner | Jun 23, 2026 | Sale(10b5-1 plan) | −2,275 | $69.23 | $157.50K | 7,025,472 |
| Patricia Gallup Chairman & Chief Admin Officer, Director, 10% owner | Jun 9, 2026 | Sale(10b5-1 plan) | −3,692 | $72.20 | $266.56K | 7,027,747 |
| Patricia Gallup Chairman & Chief Admin Officer, Director, 10% owner | Jun 9, 2026 | Sale(10b5-1 plan) | −3,692 | $71.63 | $264.46K | 7,031,439 |
| Patricia Gallup Chairman & Chief Admin Officer, Director, 10% owner | Jun 8, 2026 | Sale(10b5-1 plan) | −545 | $72.61 | $39.57K | 7,035,131 |
| Patricia Gallup Chairman & Chief Admin Officer, Director, 10% owner | Jun 8, 2026 | Sale(10b5-1 plan) | −6,379 | $72.05 | $459.61K | 7,035,676 |
| Timothy J. McGrath President & CEO | Apr 1, 2026 | Tax withholding | −3,935 | $59.98 | $236.02K | 290,343 |
| Timothy J. McGrath President & CEO | Apr 1, 2026 | Option exercise | +10,000 | – | – | 294,278 |
| Negrini David Beffa Director | Mar 14, 2026 | Option exercise | +625 | – | – | 65,375 |
| Barbara Duckett Director | Mar 14, 2026 | Option exercise | +625 | – | – | 18,252 |
| Thomas C. Baker Sr. VP, CFO & Treasurer | Mar 14, 2026 | Option exercise | +5,000 | – | – | 57,593 |
| Thomas C. Baker Sr. VP, CFO & Treasurer | Mar 14, 2026 | Tax withholding | −1,501 | $59.84 | $89.82K | 56,092 |
| Timothy J. McGrath President & CEO | Mar 14, 2026 | Tax withholding | −3,935 | $59.84 | $235.47K | 284,278 |
| Timothy J. McGrath President & CEO | Mar 14, 2026 | Option exercise | +10,000 | – | – | 288,213 |
| Jay E. Bothwick Director | Mar 14, 2026 | Option exercise | +625 | – | – | 5,625 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Gallup Patricia Officer | Sep 14, 2026 | 85,704 | $7.35M | Sep 14, 2026 | Acquired as an inheritance from an estate |
| Timothy J. McGrath Officer | Aug 3, 2026 | 50,000 | $4.24M | Aug 3, 2026 | Vesting of restricted stock unit award |
| R. Duckett Barbara Director | Jul 31, 2026 | 2,000 | $167.72K | Jul 31, 2026 | Shares Purchased Through Employee Stock Purchase Plan |
| C. Baker Thomas Officer | Jul 31, 2026 | 20,000 | $1.66M | Jul 31, 2026 | Restricted Stock |
| Gallup Patricia Officer | Jun 8, 2026 | 100,012 | $7.18M | Jun 8, 2026 | Acquired as an inheritance from an estate |
| L. Ferguson & Alyce Ferguson Jt Ten Jack Director | May 28, 2025 | 1,000 | $66.32K | May 28, 2025 | Restricted stock vesting under a registered plan |
| Timothy J. McGrath Officer | May 20, 2025 | 50,000 | $3.46M | May 20, 2025 | Vesting of restricted stock unit Award |
| Beffa-Negrini David Director | Dec 16, 2024 | 10,000 | $723.00K | Dec 16, 2024 | Exercise of Options under a Registered Plan |
| Beffa-Negrini David Director | Nov 21, 2024 | 6,250 | $439.88K | Nov 20, 2024 | Exercise of Options under a Registered Plan |
| R. Duckett Barbara Director | Aug 27, 2024 | 1,000 | $71.71K | Aug 27, 2024 | Restricted stock vesting under a registered plan |
| Timothy J. McGrath Officer | Aug 5, 2024 | 30,000 | $2.18M | Aug 5, 2024 | Vesting of Restricted Stock Unit Award |
| R. Duckett Barbara Officer | May 16, 2024 | 1,000 | $68.08K | May 16, 2024 | Restricted stock vesting under a registered plan |
| L. Ferguson &alyce Ferguson Jt Ten Jack Director | May 13, 2024 | 10,000 | $649.42K | May 13, 2024 | Restricted stock vesting under a registered plan |
| Baker Thomas Officer | Dec 13, 2023 | 5,000 | $321.41K | Dec 13, 2023 | Restricted Stock |
| Timothy J. McGrath Officer | Dec 8, 2023 | 30,000 | $1.83M | Nov 20, 2023 | Vesting of restricted stock unit award |