CNXN at a glance
PC CONNECTION INC (CNXN, SEC CIK 1050377) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 29, 2026 and Form 4 insider filings as recently as September 16, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), PC CONNECTION INC (CNXN) reported revenue of $2.9 billion (up 2.5% from FY2024) and net income of $83.7 million. Diluted EPS was $3.27.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding PC CONNECTION INC (CNXN) shares worth $521.7 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by GALLUP PATRICIA on September 15, 2026 of 2,018 shares at $85.61 per share.
- In the last 90 days, CNXN insiders reported 0 open-market purchases ($0) and 33 open-market sales ($12.0M) on Form 4, a net sale of $12.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.9B
- +2.5% vs prior year
- Insiders · 90 days
- 0 buys · 33 sells
- Net −$12.0M
- 13F holders
- 28 funds
- $521.7M · −1 vs prior quarter
- Latest 8-K
- Jul 29, 2026
- Item 2.02 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk-factors section provided; submitted text contains Item 5 and Item 6 disclosures only
- No new Rule 10b5-1 trading arrangements adopted or terminated during second quarter 2026
- No risk changes identifiable without the filing’s actual Risk Factors disclosure
AI summary of the CNXN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results announced for quarter ended June 30, 2026
- Full financial results and management commentary furnished in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Board declaration of a quarterly cash dividend, signaling continued shareholder-return commitment
- Dividend amount, record date, and payment date available in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 net sales rose 12.4% to $854.0 million, while net income increased 33.8% to $33.2 million
- Diluted EPS reached $1.31 versus $0.97, with operating margin expanding to 5.0% from 4.1%
Item 5.07: Submission of Matters to a Vote of Security Holders
- Six directors elected for terms ending at the 2027 annual meeting
- Director support ranged from 19,709,432 to 22,916,316 votes
Item 2.02: Results of Operations and Financial Condition
- Q1 fiscal 2026 results for quarter ended March 31, 2026
- Earnings press release furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q1 net sales $721.9M, up 3.0%, while net income rose 27.8% to $17.2M
- Adjusted diluted EPS $0.77 versus $0.60, supported by gross-margin expansion to 18.4%
Item 7.01: Regulation FD Disclosure
- Quarterly cash dividend declared by Connection’s Board
- Dividend announcement signals continued shareholder-return commitment
AI summaries of CNXN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CNXN
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| GALLUP PATRICIA | Sell | Sep 15, 2026 | 2,018 | $85.61 |
| GALLUP PATRICIA | Sell | Sep 15, 2026 | 5,124 | $85.01 |
| GALLUP PATRICIA | Sell | Sep 14, 2026 | 3,551 | $85.62 |
| GALLUP PATRICIA | Sell | Sep 14, 2026 | 1,792 | $86.04 |
| GALLUP PATRICIA | Sell | Sep 14, 2026 | 1,799 | $84.42 |
| GALLUP PATRICIA | Sell | Sep 2, 2026 | 2,684 | $80.88 |
| GALLUP PATRICIA | Sell | Sep 2, 2026 | 4,458 | $80.40 |
| MCGRATH TIMOTHY J | F | Sep 1, 2026 | 3,935 | $80.07 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.8B | $2.9B |
| Gross Profit | $511.7M | $519.8M | $539.3M |
| Operating Income | - | $97.1M | $99.3M |
| Net Income | - | $87.1M | $83.7M |
| Gross Margin | - | 18.6% | 18.8% |
| Op. Margin | - | 3.5% | 3.5% |
| Net Margin | - | 3.1% | 2.9% |
| Balance Sheet | |||
| Total Assets | - | $1.3B | $1.4B |
| Equity | - | $911.0M | $910.1M |
| ROE | - | 9.6% | 9.2% |
| Per Share | |||
| EPS | $3.15 | $3.29 | $3.27 |
| Cash Flow | |||
| Operating CF | - | $173.9M | $65.4M |
| CapEx | - | $7.6M | $7.4M |
Source: XBRL data in PC CONNECTION INC (CNXN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CNXN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $521.7M |
| Q1 2026 | 29 | $414.6M |
| Q4 2025 | 27 | $412.0M |
| Q3 2025 | 28 | $441.9M |
| Q2 2025 | 29 | $481.4M |
| Q1 2025 | 25 | $313.3M |
| Q4 2024 | 20 | $319.1M |
| Q3 2024 | 18 | $270.8M |
- Two Sigma Investments+75.7K (+41%)
- JPMorgan Chase & Co+48.6K (+80%)
- Vanguard Portfolio Management LLC+17.1K (+3%)
- State Street Corp+15.5K (+3%)
- Dimensional Fund Advisors+13.4K (+1%)
- Invesco Ltd−72.3K (-33%)
- BlackRock−45.6K (-2%)
- D.E. Shaw & Co−14.8K (-24%)
- Millennium Management−13.9K (-16%)
- Citadel Advisors LLC−12.8K (-26%)
- Franklin Resources−4.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 204 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CNXN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | May 13, 2026 | - | Analysis | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
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CNXN SEC filings: frequently asked questions
Are CNXN insiders buying or selling?
In the last 90 days, PC CONNECTION INC (CNXN) officers, directors and 10% owners reported no open-market purchases and 33 open-market sales worth $12.0 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CNXN stock?
As of June 30, 2026, the largest PC CONNECTION INC (CNXN) holders among the 13F filers tracked by SignalX were BlackRock ($158.8 million), Dimensional Fund Advisors ($112.4 million), Vanguard Portfolio Management LLC ($37.1 million), Vanguard Capital Management LLC ($36.7 million), State Street Corp ($34.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CNXN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), PC CONNECTION INC (CNXN) reported revenue of $2.9 billion (up 2.5% from FY2024) and net income of $83.7 million. Diluted EPS was $3.27. The figures come from the XBRL data in the 10-K.
What did CNXN report in its latest 8-K?
PC CONNECTION INC (CNXN) filed an 8-K on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 fiscal 2026 results announced for quarter ended June 30, 2026.
What are the latest CNXN SEC filings?
PC CONNECTION INC (CNXN) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 29, 2026 and a Form 4 insider filing on September 16, 2026.
What is CNXN's SEC CIK number?
PC CONNECTION INC (CNXN)'s SEC Central Index Key (CIK) is 1050377. EDGAR lists every CNXN filing under that number.
Ask anything about CNXN
The research agent reads CNXN's filings, financials, insider trades and 13F holders, then answers with sources.