Cliff Asness's CNXN Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 116,089 shares of PC Connection, Inc. (CNXN) worth $6.79 M, representing 0.00% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in CNXN, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2019, adding 101,914 shares. Largest reduction occurred in Q2 2020, reducing 86,389 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's PC Connection (CNXN) Holding Value Over Time
Track share changes against reported price movement
Quarterly PC Connection (CNXN) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +2,727 | Add 2.41% | 116,089 | $58.46 |
| Q4 2025 | -56,562 | Reduce 33.29% | 113,362 | $57.76 |
| Q3 2025 | +30,043 | Add 21.48% | 169,924 | $61.99 |
| Q2 2025 | +15,623 | Add 12.57% | 139,881 | $65.78 |
| Q1 2025 | +25,461 | Add 25.77% | 124,258 | $62.42 |
| Q4 2024 | +8,505 | Add 9.42% | 98,797 | $69.27 |
| Q3 2024 | +6,423 | Add 7.66% | 90,292 | $75.43 |
| Q2 2024 | -17,940 | Reduce 17.62% | 83,869 | $64.20 |
| Q1 2024 | +304 | Add 0.30% | 101,809 | $65.93 |
| Q4 2023 | -9,793 | Reduce 8.80% | 101,505 | $67.21 |
| Q3 2023 | +6,677 | Add 6.38% | 111,298 | $53.38 |
| Q2 2023 | +17,651 | Add 20.30% | 104,621 | $45.10 |
| Q1 2023 | +43,306 | Add 99.18% | 86,970 | $44.96 |
| Q4 2022 | +18,589 | Add 74.13% | 43,664 | $46.90 |
| Q3 2022 | +4,531 | Add 22.06% | 25,075 | $45.10 |
| Q2 2022 | +4,865 | Add 31.03% | 20,544 | $44.05 |
| Q1 2022 | +547 | Add 3.61% | 15,679 | $52.36 |
| Q4 2021 | -2,335 | Reduce 13.37% | 15,132 | $43.15 |
| Q2 2021 | -2,619 | Reduce 13.04% | 17,467 | $46.26 |
| Q1 2021 | -14,372 | Reduce 41.71% | 20,086 | $46.40 |
| Q4 2020 | -34,172 | Reduce 49.79% | 34,458 | $47.30 |
| Q3 2020 | -40,131 | Reduce 36.90% | 68,630 | $41.06 |
| Q2 2020 | -86,389 | Reduce 44.27% | 108,761 | $46.36 |
| Q1 2020 | -35,876 | Reduce 15.53% | 195,150 | $41.21 |
| Q4 2019 | -23,284 | Reduce 9.16% | 231,026 | $49.66 |
| Q3 2019 | +10,814 | Add 4.44% | 254,310 | $38.90 |
| Q2 2019 | +101,914 | Add 71.98% | 243,496 | $34.98 |
| Q1 2019 | +47,985 | Add 51.27% | 141,582 | $36.67 |
| Q4 2018 | +19,148 | Add 25.72% | 93,597 | $29.73 |
| Q3 2018 | +57,070 | Add 328.38% | 74,449 | $38.89 |
| Q2 2018 | -35,428 | Reduce 67.09% | 17,379 | $33.20 |
| Q1 2018 | -41,247 | Reduce 43.85% | 52,807 | $25.00 |
| Q4 2017 | +64,905 | Add 222.67% | 94,054 | $26.21 |
| Q3 2017 | +18,001 | Add 161.47% | 29,149 | $28.20 |
| Q2 2017 | +1,622 | Add 17.03% | 11,148 | $27.09 |
| Q1 2017 | -7 | Reduce 0.07% | 9,526 | $29.81 |
| Q4 2016 | -3,942 | Reduce 29.25% | 9,533 | $28.11 |
| Q3 2016 | -7,557 | Reduce 35.93% | 13,475 | $26.42 |
| Q2 2016 | -2,341 | Reduce 10.02% | 21,032 | $23.82 |
| Q1 2016 | +8,123 | Add 53.27% | 23,373 | $25.80 |
| Q4 2015 | +779 | Add 5.38% | 15,250 | $22.62 |
| Q3 2015 | -3,110 | Reduce 17.69% | 14,471 | $20.73 |
| Q2 2015 | +941 | Add 5.66% | 17,581 | $24.74 |
| Q1 2015 | +2,107 | Add 14.50% | 16,640 | $26.08 |
| Q3 2014 | +1,300 | Add 9.82% | 14,533 | $21.47 |
| Q1 2014 | +13,233 | New Buy | 13,233 | $20.33 |
Cliff Asness's PC Connection Investment FAQs
Cliff Asness first purchased PC Connection, Inc. (CNXN) in Q1 2014, acquiring 13,233 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held PC Connection, Inc. (CNXN) for 49 quarters since Q1 2014.
Cliff Asness's largest addition to PC Connection, Inc. (CNXN) was in Q2 2019, adding 243,496 shares worth $8.52 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 116,089 shares of PC Connection, Inc. (CNXN), valued at approximately $6.79 M.
As of the Q1 2026 filing, PC Connection, Inc. (CNXN) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in PC Connection, Inc. (CNXN) was 254,310 shares, as reported at the end of Q3 2019.